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Integral Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Integral Investment 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 		$16.3M Buy
189,663
+2,751
+1% +$231K 3.6% 4
2026
Q1 		$13.6M Buy
186,912
+8,826
+5% +$687K 3.39% 8
2025
Q4 		$14.5M Buy
178,086
+216
+0.1% +$17.5K 3.59% 4
2025
Q3 		$14.2M Buy
177,870
+4,818
+3% +$368K 3.83% 4
2025
Q2 		$12.6M Sell
173,052
-2,154
-1% -$142K 3.61% 5
2025
Q1 		$10.8M Buy
175,206
+10,854
+7% +$732K 3.46% 9
2024
Q4 		$11.2M Buy
164,352
+1,368
+0.8% +$91.9K 3.64% 8
2024
Q3 		$10.4M Buy
162,984
+11,742
+8% +$728K 3.49% 9
2024
Q2 		$9.51M Buy
151,242
+35,568
+31% +$2.07M 3.5% 9
2024
Q1 		$6.65M Buy
115,674
+6,942
+6% +$382K 2.75% 13
2023
Q4 		$5.63M Buy
108,732
+8,790
+9% +$424K 3.59% 12
2023
Q3 		$4.54M Buy
99,942
+4,452
+5% +$210K 3.17% 11
2023
Q2 		$4.5M Sell
95,490
-1,860
-2% -$80.7K 3.01% 12
2023
Q1 		$4.05M Sell
97,350
-6,918
-7% -$269K 2.9% 12
2022
Q4 		$3.7M Buy
104,268
+2,190
+2% +$80.6K 2.87% 12
2022
Q3 		$3.64M Buy
102,078
+1,932
+2% +$77.7K 2.98% 12
2022
Q2 		$3.72M Sell
100,146
-3,054
-3% -$125K 3.16% 12
2022
Q1 		$4.95M Sell
103,200
-21,450
-17% -$1.01M 3.1% 10
2021
Q4 		$6.67M Buy
+124,650
New +$6.49M 4.79% 5

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

Integral Investment Advisors's VUG Position: Q2 2026 in Review

Integral Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, buying an estimated $231K and bringing the position to 189,663 shares worth $16.3M. The position accounts for 3.6% of the portfolio, ranked #4.

Integral Investment Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Integral Investment Advisors held 189,663 shares of Vanguard Morningstar Growth ETF worth $16.3M as of Q2 2026.
  • Integral Investment Advisors bought 2,751 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $231K.
  • Vanguard Morningstar Growth ETF made up 3.6% of Integral Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Integral Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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