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 Q3	$2.48M	Buy	27,488 +5,987	+28%	+$524K	1.37%	15
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Innovative Wealth Building's VUG Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Morningstar Growth ETF (VUG) stake by 28% in Q3 2026, buying an estimated $524K and bringing the position to 27,488 shares worth $2.48M. The position accounts for 1.37% of the portfolio, ranked #15.

Innovative Wealth Building first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Innovative Wealth Building held 27,488 shares of Vanguard Morningstar Growth ETF worth $2.48M as of Q3 2026.
Innovative Wealth Building bought 5,987 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $524K.
Vanguard Morningstar Growth ETF made up 1.37% of Innovative Wealth Building's portfolio in Q3 2026, its #15 holding.
Innovative Wealth Building first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.