Insigneo Advisory Services’s Vanguard Morningstar 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 Q2	$3.56M	Buy	41,323 +10,015	+32%	+$843K	0.13%	116
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 $1.55T 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

Insigneo Advisory Services's VUG Position: Q2 2026 in Review

Insigneo Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, buying an estimated $843K and bringing the position to 41,323 shares worth $3.56M. The position accounts for 0.13% of the portfolio, ranked #116.

Insigneo Advisory Services first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Insigneo Advisory Services held 41,323 shares of Vanguard Morningstar Growth ETF worth $3.56M as of Q2 2026.
Insigneo Advisory Services bought 10,015 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $843K.
Vanguard Morningstar Growth ETF made up 0.13% of Insigneo Advisory Services's portfolio in Q2 2026, its #116 holding.
Insigneo Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.