IFS
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Integrated Financial Solutions’s Vanguard Growth ETF VUG Stock Holding History

Integrated Financial Solutions’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 		$606K Sell
7,032
-1,230
-15% -$103K 0.33% 25
2026
Q1 		$602K Hold
8,262
– – 0.42% 23
2025
Q4 		$672K Hold
8,262
– – 0.4% 25
2025
Q3 		$660K Buy
8,262
+732
+10% +$55.9K 0.46% 23
2025
Q2 		$550K Buy
+7,530
New +$496K 0.47% 21

Other funds holding VUG

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Integrated Financial Solutions's VUG Position: Q2 2026 in Review

Integrated Financial Solutions reduced its Vanguard Growth ETF (VUG) stake by 15% in Q2 2026, selling an estimated $103K and leaving 7,032 shares worth $606K. The position accounts for 0.33% of the portfolio, ranked #25.

Integrated Financial Solutions first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $672K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Integrated Financial Solutions held 7,032 shares of Vanguard Growth ETF worth $606K as of Q2 2026.
  • Integrated Financial Solutions sold 1,230 Vanguard Growth ETF shares in Q2 2026, an estimated $103K.
  • Vanguard Growth ETF made up 0.33% of Integrated Financial Solutions's portfolio in Q2 2026, its #25 holding.
  • Integrated Financial Solutions first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Integrated Financial Solutions's Vanguard Growth ETF position peaked at $672K in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Integrated Financial Solutions's 13F filing for Q2 2026, filed 16 Jul 2026.