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Inspire Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Inspire Advisors’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 		$975K Sell
11,314
-314
-3% -$26.4K 0.07% 231
2026
Q1 		$847K Buy
11,628
+6,330
+119% +$492K 0.07% 223
2025
Q4 		$431K Buy
5,298
+108
+2% +$8.77K 0.04% 356
2025
Q3 		$415K Buy
5,190
+966
+23% +$73.8K 0.04% 334
2025
Q2 		$308K Buy
4,224
+438
+12% +$28.8K 0.03% 376
2025
Q1 		$234K Sell
3,786
-90
-2% -$6.07K 0.03% 373
2024
Q4 		$265K Buy
3,876
+726
+23% +$48.8K 0.03% 315
2024
Q3 		$202K Sell
3,150
-192
-6% -$11.9K 0.02% 387
2024
Q2 		$208K Buy
+3,342
New +$195K 0.03% 321
2021
Q1 		– Sell
-444
Closed -$19K – 711
2020
Q4 		$19K Buy
+444
New +$17.7K 0.01% 441

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Inspire Advisors's VUG Position: Q2 2026 in Review

Inspire Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, selling an estimated $26.4K and leaving 11,314 shares worth $975K. The position accounts for 0.07% of the portfolio, ranked #231.

Inspire Advisors first reported a position in VUG in Q4 2020 and has held it in 10 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Inspire Advisors held 11,314 shares of Vanguard Morningstar Growth ETF worth $975K as of Q2 2026.
  • Inspire Advisors sold 314 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $26.4K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Inspire Advisors's portfolio in Q2 2026, its #231 holding.
  • Inspire Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 10 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.