Innovative Wealth Building’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Innovative Wealth Building’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	$1.85M	Buy	21,501 +1,383	+7%	+$116K	1.08%	16
2026 Q1	$1.46M	Buy	20,118 +2,364	+13%	+$184K	1.03%	17
2025 Q4	$1.44M	Buy	17,754 +2,400	+16%	+$195K	1.05%	17
2025 Q3	$1.23M	Sell	15,354 -198	-1%	-$15.1K	0.96%	21
2025 Q2	$1.14M	Buy	15,552 +3,372	+28%	+$222K	0.94%	20
2025 Q1	$753K	Buy	12,180 +4,038	+50%	+$272K	0.69%	29
2024 Q4	$557K	Buy	+8,142	New	+$547K	0.5%	32

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Innovative Wealth Building's VUG Position: Q2 2026 in Review

Innovative Wealth Building increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.9% in Q2 2026, buying an estimated $116K and bringing the position to 21,501 shares worth $1.85M. The position accounts for 1.08% of the portfolio, ranked #16.

Innovative Wealth Building first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Innovative Wealth Building held 21,501 shares of Vanguard Morningstar Growth ETF worth $1.85M as of Q2 2026.
Innovative Wealth Building bought 1,383 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $116K.
Vanguard Morningstar Growth ETF made up 1.08% of Innovative Wealth Building's portfolio in Q2 2026, its #16 holding.
Innovative Wealth Building first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.