Insight Wealth Strategies’s Vanguard Growth ETF VUG Stock Holding History

Insight Wealth Strategies’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
2025 Q3	–	Sell	-6,582	Closed	-$476K	–	186
2025 Q2	$476K	Hold	6,582	–	–	0.06%	123
2025 Q1	$407K	Buy	6,582 +6	+0.1%	+$405	0.05%	126
2024 Q4	$450K	Sell	6,576 -108	-2%	-$7.25K	0.06%	122
2024 Q3	$428K	Sell	6,684 -420	-6%	-$26K	0.06%	134
2024 Q2	$443K	Buy	7,104 +282	+4%	+$16.4K	0.06%	135
2024 Q1	$391K	Buy	6,822 +108	+2%	+$5.94K	0.06%	141
2023 Q4	$348K	Sell	6,714 -882	-12%	-$42.6K	0.06%	140
2023 Q3	$345K	Buy	7,596 +1,020	+16%	+$48.2K	0.07%	129
2023 Q2	$310K	Hold	6,576	–	–	0.06%	125
2023 Q1	$273K	Hold	6,576	–	–	0.05%	127
2022 Q4	$234K	Hold	6,576	–	–	0.05%	127
2022 Q3	$244K	Hold	6,576	–	–	0.05%	132
2022 Q2	$244K	Hold	6,576	–	–	0.05%	132
2022 Q1	$315K	Hold	6,576	–	–	0.05%	133
2021 Q4	$352K	Hold	6,576	–	–	0.05%	131
2021 Q3	$318K	Hold	6,576	–	–	0.04%	156
2021 Q2	$314K	Hold	6,576	–	–	0.04%	158
2021 Q1	$282K	Hold	6,576	–	–	0.04%	182
2020 Q4	$278K	Hold	6,576	–	–	0.05%	178
2020 Q3	$249K	Hold	6,576	–	–	0.05%	170
2020 Q2	$221K	Buy	+6,576	New	+$202K	0.05%	157

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Insight Wealth Strategies's VUG Position: Q3 2025 in Review

Insight Wealth Strategies sold out of Vanguard Growth ETF (VUG) in Q3 2025, closing a stake of 6,582 shares — an estimated $476K sold.

Insight Wealth Strategies first reported a position in VUG in Q2 2020 and held it in 21 quarters. The position peaked at $476K in Q2 2025. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Insight Wealth Strategies reported no remaining Vanguard Growth ETF position as of Q3 2025 after selling out during the quarter.
Insight Wealth Strategies sold 6,582 Vanguard Growth ETF shares in Q3 2025, an estimated $476K.
Insight Wealth Strategies first reported a position in Vanguard Growth ETF in Q2 2020 and held it in 21 quarters.
Insight Wealth Strategies's Vanguard Growth ETF position peaked at $476K in Q2 2025.
2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.