Institute for Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Institute for Wealth Management’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	$7.39M	Sell	85,781 -3,373	-4%	-$284K	0.65%	31
2026 Q1	$6.49M	Buy	89,154 +15,912	+22%	+$1.24M	0.69%	22
2025 Q4	$5.96M	Buy	73,242 +26,982	+58%	+$2.19M	0.63%	26
2025 Q3	$3.7M	Sell	46,260 -8,898	-16%	-$680K	0.39%	50
2025 Q2	$4.03M	Sell	55,158 -4,020	-7%	-$265K	0.45%	42
2025 Q1	$3.66M	Sell	59,178 -3,960	-6%	-$267K	0.47%	42
2024 Q4	$4.32M	Sell	63,138 -3,384	-5%	-$227K	0.54%	33
2024 Q3	$4.26M	Sell	66,522 -750	-1%	-$46.5K	0.54%	34
2024 Q2	$4.19M	Sell	67,272 -6,456	-9%	-$376K	0.56%	34
2024 Q1	$4.23M	Sell	73,728 -5,694	-7%	-$313K	0.55%	33
2023 Q4	$4.12M	Sell	79,422 -2,070	-3%	-$99.9K	0.67%	28
2023 Q3	$3.7M	Sell	81,492 -948	-1%	-$44.8K	0.67%	23
2023 Q2	$3.89M	Sell	82,440 -4,338	-5%	-$188K	0.66%	27
2023 Q1	$3.61M	Sell	86,778 -1,218	-1%	-$47.4K	0.69%	23
2022 Q4	$3.13M	Sell	87,996 -8,526	-9%	-$314K	0.66%	30
2022 Q3	$3.44M	Sell	96,522 -3,300	-3%	-$133K	0.77%	18
2022 Q2	$3.71M	Sell	99,822 -2,202	-2%	-$90.5K	0.73%	16
2022 Q1	$4.89M	Sell	102,024 -522	-0.5%	-$24.7K	0.79%	16
2021 Q4	$5.49M	Sell	102,546 -6,342	-6%	-$330K	0.89%	15
2021 Q3	$5.27M	Sell	108,888 -3,930	-3%	-$196K	0.92%	16
2021 Q2	$5.39M	Sell	112,818 -954	-0.8%	-$43.3K	0.95%	13
2021 Q1	$4.87M	Sell	113,772 -7,926	-7%	-$339K	0.93%	14
2020 Q4	$5.14M	Buy	121,698 +576	+0.5%	+$23K	1.02%	15
2020 Q3	$4.59M	Buy	121,122 +24,012	+25%	+$887K	1.05%	14
2020 Q2	$3.27M	Sell	97,110 -29,112	-23%	-$895K	0.8%	22
2020 Q1	$3.3M	Buy	126,222 +91,206	+260%	+$2.73M	1.02%	14
2019 Q4	$1.06M	Sell	35,016 -21,150	-38%	-$611K	0.24%	111
2019 Q3	$1.56M	Sell	56,166 -99,132	-64%	-$2.75M	0.39%	56
2019 Q2	$4.23M	Sell	155,298 -30,654	-16%	-$819K	0.94%	14
2019 Q1	$4.85M	Buy	+185,952	New	+$4.59M	1.05%	13

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

Institute for Wealth Management's VUG Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, selling an estimated $284K and leaving 85,781 shares worth $7.39M. The position accounts for 0.65% of the portfolio, ranked #31.

Institute for Wealth Management first reported a position in VUG in Q1 2019 and has held it in 30 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Institute for Wealth Management held 85,781 shares of Vanguard Morningstar Growth ETF worth $7.39M as of Q2 2026.
Institute for Wealth Management sold 3,373 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $284K.
Vanguard Morningstar Growth ETF made up 0.65% of Institute for Wealth Management's portfolio in Q2 2026, its #31 holding.
Institute for Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 30 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.