Integrated Advisors Network
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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
Q3 		$2.74M Sell
30,436
-104
-0.3% -$9.1K 0.13% 166
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 		$1.24M 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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Integrated Advisors Network's VUG Position: Q3 2026 in Review

Integrated Advisors Network reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.34% in Q3 2026, selling an estimated $9.1K and leaving 30,436 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #166.

Integrated Advisors Network first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.44M in Q4 2024. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Integrated Advisors Network held 30,436 shares of Vanguard Morningstar Growth ETF worth $2.74M as of Q3 2026.
  • Integrated Advisors Network sold 104 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $9.1K.
  • Vanguard Morningstar Growth ETF made up 0.13% of Integrated Advisors Network's portfolio in Q3 2026, its #166 holding.
  • Integrated Advisors Network first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Vanguard Morningstar Growth ETF position peaked at $3.44M in Q4 2024.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.