Integrated Advisors Network’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Integrated Advisors Network’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	$2.63M	Buy	30,540 +72	+0.2%	+$6.06K	0.12%	173
2026 Q1	$2.22M	Sell	30,468 -1,140	-4%	-$88.7K	0.12%	186
2025 Q4	$2.57M	Sell	31,608 -7,278	-19%	-$591K	0.11%	190
2025 Q3	$3.11M	Sell	38,886 -804	-2%	-$61.4K	0.13%	178
2025 Q2	$2.9M	Sell	39,690 -7,218	-15%	-$475K	0.13%	188
2025 Q1	$2.9M	Sell	46,908 -3,384	-7%	-$228K	0.15%	157
2024 Q4	$3.44M	Sell	50,292 -1,368	-3%	-$91.9K	0.16%	145
2024 Q3	$3.31M	Buy	51,660 +10,170	+25%	+$630K	0.16%	163
2024 Q2	$2.59M	Buy	41,490 +90	+0.2%	+$5.25K	0.13%	182
2024 Q1	$2.38M	Buy	41,400 +432	+1%	+$23.8K	0.12%	195
2023 Q4	$2.12M	Buy	40,968 +720	+2%	+$34.8K	0.12%	192
2023 Q3	$1.83M	Sell	40,248 -618	-2%	-$29.2K	0.11%	199
2023 Q2	$1.93M	Buy	40,866 +1,032	+3%	+$44.8K	0.11%	201
2023 Q1	$1.66M	Sell	39,834 -1,194	-3%	-$46.4K	0.1%	207
2022 Q4	$1.46M	Sell	41,028 -5,700	-12%	-$210K	0.09%	228
2022 Q3	$1.67M	Buy	46,728 +378	+0.8%	+$15.2K	0.11%	187
2022 Q2	$1.72M	Buy	46,350 +11,694	+34%	+$480K	0.11%	204
2022 Q1	$1.66M	Buy	34,656 +1,692	+5%	+$80K	0.1%	227
2021 Q4	$1.76M	Buy	32,964 +1,572	+5%	+$81.9K	0.1%	196
2021 Q3	$1.52M	Buy	31,392 +2,352	+8%	+$117K	0.1%	194
2021 Q2	$1.39M	Sell	29,040 -30	-0.1%	-$1.36K	0.1%	188
2021 Q1	$1.25M	Sell	29,070 -486	-2%	-$20.8K	0.11%	181
2020 Q4	$1.25M	Buy	29,556 +1,152	+4%	+$46K	0.14%	168
2020 Q3	$1.08M	Hold	28,404	–	–	0.14%	169
2020 Q2	$957K	Buy	28,404 +7,680	+37%	+$236K	0.11%	189
2020 Q1	$541K	Buy	20,724 +9,318	+82%	+$279K	0.11%	180
2019 Q4	$346K	Buy	+11,406	New	+$329K	0.05%	297

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

Integrated Advisors Network's VUG Position: Q2 2026 in Review

Integrated Advisors Network increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.24% in Q2 2026, buying an estimated $6.06K and bringing the position to 30,540 shares worth $2.63M. The position accounts for 0.12% of the portfolio, ranked #173.

Integrated Advisors Network first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.44M in Q4 2024. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Integrated Advisors Network held 30,540 shares of Vanguard Morningstar Growth ETF worth $2.63M as of Q2 2026.
Integrated Advisors Network bought 72 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.06K.
Vanguard Morningstar Growth ETF made up 0.12% of Integrated Advisors Network's portfolio in Q2 2026, its #173 holding.
Integrated Advisors Network first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's Vanguard Morningstar Growth ETF position peaked at $3.44M in Q4 2024.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.