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Inspirion Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Inspirion Wealth 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 		$90.7M Buy
1,052,890
+56,320
+6% +$4.74M 10.39% 2
2026
Q1 		$72.5M Buy
996,570
+146,250
+17% +$11.4M 9.03% 2
2025
Q4 		$69.1M Buy
850,320
+75,168
+10% +$6.1M 8.47% 2
2025
Q3 		$49.6M Sell
775,152
-5,418
-0.7% -$414K 6.94% 3
2025
Q2 		$57M Sell
780,570
-8,586
-1% -$565K 7.55% 3
2025
Q1 		$48.8M Sell
789,156
-11,022
-1% -$743K 6.77% 3
2024
Q4 		$55.1M Buy
800,178
+25,026
+3% +$1.68M 7.69% 3
2024
Q3 		$49.6M Buy
775,152
+3,552
+0.5% +$220K 6.94% 3
2024
Q2 		$48.1M Buy
771,600
+12,612
+2% +$735K 7.36% 3
2024
Q1 		$43.5M Buy
758,988
+12,552
+2% +$690K 7.2% 3
2023
Q4 		$38M Buy
746,436
+5,088
+0.7% +$246K 6.85% 3
2023
Q3 		$33.6M Buy
741,348
+3,894
+0.5% +$184K 6.56% 3
2023
Q2 		$34.8M Buy
737,454
+33,084
+5% +$1.43M 6.66% 3
2023
Q1 		$29.3M Buy
704,370
+4,782
+0.7% +$186K 5.87% 6
2022
Q4 		$24.8M Sell
699,588
-28,134
-4% -$1.03M 5.26% 7
2022
Q3 		$25.9M Buy
727,722
+8,718
+1% +$350K 5.85% 5
2022
Q2 		$26.7M Buy
719,004
+37,584
+6% +$1.54M 5.86% 5
2022
Q1 		$32.7M Buy
681,420
+25,044
+4% +$1.18M 6.69% 5
2021
Q4 		$35.1M Buy
656,376
+10,554
+2% +$550K 7.4% 3
2021
Q3 		$31.2M Buy
645,822
+23,346
+4% +$1.16M 7.19% 3
2021
Q2 		$29.8M Buy
622,476
+27,744
+5% +$1.26M 7.33% 4
2021
Q1 		$25.5M Buy
594,732
+25,710
+5% +$1.1M 6.75% 7
2020
Q4 		$24M Buy
569,022
+6,042
+1% +$241K 6.76% 5
2020
Q3 		$21.4M Buy
562,980
+12,708
+2% +$469K 7.34% 5
2020
Q2 		$18.5M Buy
550,272
+1,266
+0.2% +$38.9K 7.28% 4
2020
Q1 		$14.3M Buy
549,006
+35,358
+7% +$1.06M 7.08% 4
2019
Q4 		$15.6M Sell
513,648
-7,812
-1% -$226K 5.26% 7
2019
Q3 		$14.5M Sell
521,460
-16,686
-3% -$463K 6.33% 5
2019
Q2 		$14.7M Sell
538,146
-11,028
-2% -$295K 6.33% 5
2019
Q1 		$14.3M Sell
549,174
-6,246
-1% -$154K 6.34% 6
2018
Q4 		$12.4M Buy
555,420
+5,658
+1% +$137K 6.21% 7
2018
Q3 		$14.8M Sell
549,762
-28,842
-5% -$755K 6.26% 6
2018
Q2 		$14.4M Buy
578,604
+3,126
+0.5% +$76.7K 6.81% 6
2018
Q1 		$13.6M Sell
575,478
-888,840
-61% -$21.7M 6.65% 6
2017
Q4 		$34.3M Sell
1,464,318
-13,938
-0.9% -$320K 16.67% 2
2017
Q3 		$32.7M Buy
1,478,256
+33,072
+2% +$719K 16.59% 2
2017
Q2 		$30.6M Buy
1,445,184
+7,128
+0.5% +$149K 16.61% 2
2017
Q1 		$29.2M Buy
1,438,056
+101,934
+8% +$2.01M 16.5% 2
2016
Q4 		$24.8M Buy
1,336,122
+34,326
+3% +$635K 15.74% 2
2016
Q3 		$24.4M Sell
1,301,796
-4,062
-0.3% -$75.6K 15.8% 2
2016
Q2 		$23.3M Buy
1,305,858
+58,986
+5% +$1.05M 15.25% 2
2016
Q1 		$22.1M Buy
1,246,872
+40,380
+3% +$677K 15.51% 2
2015
Q4 		$21.4M Buy
1,206,492
+414
+0% +$7.42K 15.7% 2
2015
Q3 		$20.2M Buy
1,206,078
+59,574
+5% +$1.06M 15.92% 2
2015
Q2 		$20.5M Buy
1,146,504
+95,472
+9% +$1.73M 15.13% 2
2015
Q1 		$18.3M Buy
1,051,032
+343,044
+48% +$6.08M 14.75% 2
2014
Q4 		$12.3M Buy
+707,988
New +$12M 11.42% 2

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Inspirion Wealth Advisors's VUG Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.7% in Q2 2026, buying an estimated $4.74M and bringing the position to 1,052,890 shares worth $90.7M. The position accounts for 10.39% of the portfolio, ranked #2.

Inspirion Wealth Advisors first reported a position in VUG in Q4 2014 and has held it in 47 quarters since. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Inspirion Wealth Advisors held 1,052,890 shares of Vanguard Morningstar Growth ETF worth $90.7M as of Q2 2026.
  • Inspirion Wealth Advisors bought 56,320 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.74M.
  • Vanguard Morningstar Growth ETF made up 10.39% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Inspirion Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.