Insigneo Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Insigneo Advisory Services’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 Q1	$2.28M	Sell	31,308 -138	-0.4%	-$10.7K	0.16%	116
2025 Q4	$2.56M	Buy	31,446 +5,316	+20%	+$431K	0.18%	108
2025 Q3	$2.09M	Sell	26,130 -1,980	-7%	-$151K	0.15%	115
2025 Q2	$2.05M	Sell	28,110 -810	-3%	-$53.3K	0.18%	112
2025 Q1	$1.79M	Sell	28,920 -9,882	-25%	-$666K	0.18%	112
2024 Q4	$2.65M	Buy	38,802 +534	+1%	+$35.9K	0.27%	69
2024 Q3	$2.45M	Buy	38,268 +7,740	+25%	+$480K	0.25%	85
2024 Q2	$1.74M	Hold	30,528	–	–	0.2%	104
2024 Q1	$1.75M	Buy	30,528 +210	+0.7%	+$11.5K	0.21%	96
2023 Q4	$1.57M	Buy	30,318 +66	+0.2%	+$3.19K	0.22%	95
2023 Q3	$1.37M	Buy	30,252 +5,412	+22%	+$256K	0.28%	74
2023 Q2	$1.17M	Buy	+24,840	New	+$1.08M	0.22%	96

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insigneo Advisory Services's VUG Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Vanguard Growth ETF (VUG) stake by 0.44% in Q1 2026, selling an estimated $10.7K and leaving 31,308 shares worth $2.28M. The position accounts for 0.16% of the portfolio, ranked #116.

Insigneo Advisory Services first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Insigneo Advisory Services held 31,308 shares of Vanguard Growth ETF worth $2.28M as of Q1 2026.
Insigneo Advisory Services sold 138 Vanguard Growth ETF shares in Q1 2026, an estimated $10.7K.
Vanguard Growth ETF made up 0.16% of Insigneo Advisory Services's portfolio in Q1 2026, its #116 holding.
Insigneo Advisory Services first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 12 quarters since.
Insigneo Advisory Services's Vanguard Growth ETF position peaked at $2.65M in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.