Insight Inv LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Insight Inv LLC’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	$115K	Hold	1,338	–	–	0.05%	96
2026 Q1	$97.4K	Hold	1,338	–	–	0.05%	93
2025 Q4	$109K	Hold	1,338	–	–	0.06%	97
2025 Q3	$107K	Hold	1,338	–	–	0.06%	100
2025 Q2	$97.8K	Hold	1,338	–	–	0.07%	99
2025 Q1	$82.7K	Hold	1,338	–	–	0.06%	106
2024 Q4	$91.5K	Hold	1,338	–	–	0.06%	102
2024 Q3	$85.6K	Hold	1,338	–	–	0.07%	78
2024 Q2	$83.5K	Hold	1,338	–	–	0.07%	77
2024 Q1	$76.8K	Hold	1,338	–	–	0.07%	78
2023 Q4	$69.3K	Hold	1,338	–	–	0.07%	77
2023 Q3	$61.1K	Hold	1,338	–	–	0.07%	75
2023 Q2	$63.1K	Hold	1,338	–	–	0.06%	78
2023 Q1	$55.6K	Hold	1,338	–	–	0.06%	79
2022 Q4	$47.5K	Hold	1,338	–	–	0.05%	87
2022 Q3	$48K	Hold	1,338	–	–	0.05%	88
2022 Q2	$50K	Hold	1,338	–	–	0.05%	114
2022 Q1	$64K	Hold	1,338	–	–	0.06%	86
2021 Q4	$72K	Buy	+1,338	New	+$69.7K	0.07%	90

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Insight Inv LLC's VUG Position: Q2 2026 in Review

Insight Inv LLC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,338 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #96.

Insight Inv LLC first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Insight Inv LLC held 1,338 shares of Vanguard Morningstar Growth ETF worth $115K as of Q2 2026.
Insight Inv LLC left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.05% of Insight Inv LLC's portfolio in Q2 2026, its #96 holding.
Insight Inv LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.