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Insight Inv LLC’s Vanguard 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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Insight Inv LLC held its Vanguard 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. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Insight Inv LLC held 1,338 shares of Vanguard Growth ETF worth $115K as of Q2 2026.
  • Insight Inv LLC left its Vanguard Growth ETF share count unchanged in Q2 2026.
  • Vanguard 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 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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