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

Innovative Asset Advisors 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
Q2 		$148K Buy
1,723
+1
+0.1% +$84 0.06% 214
2026
Q1 		$125K Buy
+1,722
New +$134K 0.07% 180

Other funds holding VUG

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 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 Asset Advisors Group's VUG Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $84 and bringing the position to 1,723 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #214.

Innovative Asset Advisors Group first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Innovative Asset Advisors Group held 1,723 shares of Vanguard Morningstar Growth ETF worth $148K as of Q2 2026.
  • Innovative Asset Advisors Group bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
  • Vanguard Morningstar Growth ETF made up 0.06% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #214 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.