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Insight Wealth Strategies’s Vanguard Morningstar 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
2026
Q3 		$204K Buy
+2,260
New +$198K 0.02% 189
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Insight Wealth Strategies's VUG Position: Q3 2026 in Review

Insight Wealth Strategies opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 2,260 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings. This is a return to the name: Insight Wealth Strategies previously reported a position in VUG as recently as Q2 2025.

Insight Wealth Strategies first reported a position in VUG in Q2 2020 and has held it in 22 quarters since. The position peaked at $476K in Q2 2025. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Insight Wealth Strategies held 2,260 shares of Vanguard Morningstar Growth ETF worth $204K as of Q3 2026.
  • Vanguard Morningstar Growth ETF was a new Insight Wealth Strategies position in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Insight Wealth Strategies's portfolio in Q3 2026, its #189 holding.
  • Insight Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • Insight Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $476K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.