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Innovative Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Innovative Advisory Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6
Closed -$488 – 226
2025
Q4 		$488 Buy
+6
New +$487 ﹤0.01% 223

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Innovative Advisory Group's VUG Position: Q1 2026 in Review

Innovative Advisory Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 6 shares — an estimated $488 sold.

Innovative Advisory Group first reported a position in VUG in Q4 2025 and held it in 1 quarter. The position peaked at $488 in Q4 2025. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Innovative Advisory Group reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 6 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $488.
  • Innovative Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and held it in 1 quarter.
  • Innovative Advisory Group's Vanguard Morningstar Growth ETF position peaked at $488 in Q4 2025.
  • 2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.