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Integrated Investment Consultants’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Integrated Investment Consultants’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 		$208K Buy
+2,411
New +$203K 0.04% 257
2026
Q1 		– Sell
-60,366
Closed -$4.91M – 283
2025
Q4 		$4.91M Buy
60,366
+120
+0.2% +$9.74K 0.96% 26
2025
Q3 		$4.82M Sell
60,246
-6,624
-10% -$506K 0.82% 28
2025
Q2 		$4.89M Buy
66,870
+7,944
+13% +$523K 0.96% 23
2025
Q1 		$3.64M Buy
58,926
+780
+1% +$52.6K 0.73% 28
2024
Q4 		$3.98M Buy
+58,146
New +$3.91M 0.82% 25
2022
Q2 		– Sell
-5,628
Closed -$270K – 305
2022
Q1 		$270K Sell
5,628
-180
-3% -$8.51K 0.07% 239
2021
Q4 		$311K Hold
5,808
– – 0.08% 224
2021
Q3 		$281K Buy
5,808
+132
+2% +$6.57K 0.08% 220
2021
Q2 		$271K Buy
5,676
+108
+2% +$4.9K 0.08% 227
2021
Q1 		$239K Buy
5,568
+498
+10% +$21.3K 0.08% 221
2020
Q4 		$214K Buy
+5,070
New +$202K 0.08% 221
2020
Q1 		– Sell
-63,732
Closed -$1.94M – 193
2019
Q4 		$1.94M Buy
63,732
+5,226
+9% +$151K 0.8% 25
2019
Q3 		$1.62M Buy
58,506
+270
+0.5% +$7.49K 0.83% 19
2019
Q2 		$1.59M Buy
58,236
+792
+1% +$21.2K 0.81% 23
2019
Q1 		$1.5M Buy
57,444
+25,278
+79% +$624K 0.8% 24
2018
Q4 		$721K Buy
+32,166
New +$779K 0.39% 46
2018
Q2 		– Sell
-348
Closed -$8K – 692
2018
Q1 		$8K Buy
+348
New +$8.48K ﹤0.01% 676
2017
Q3 		$8K Hold
348
– – ﹤0.01% 536
2017
Q2 		$7K Hold
348
– – ﹤0.01% 526
2017
Q1 		$7K Hold
348
– – ﹤0.01% 531
2016
Q4 		$6K Hold
348
– – ﹤0.01% 540
2016
Q3 		$6K Hold
348
– – ﹤0.01% 547
2016
Q2 		$6K Buy
348
+168
+93% +$2.99K ﹤0.01% 555
2016
Q1 		$3K Buy
+180
New +$3.02K ﹤0.01% 571

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

Integrated Investment Consultants's VUG Position: Q2 2026 in Review

Integrated Investment Consultants opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,411 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings. This is a return to the name: Integrated Investment Consultants previously reported a position in VUG as recently as Q4 2025.

Integrated Investment Consultants first reported a position in VUG in Q1 2016 and has held it in 25 quarters since. The position peaked at $4.91M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Integrated Investment Consultants held 2,411 shares of Vanguard Morningstar Growth ETF worth $208K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Integrated Investment Consultants position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.04% of Integrated Investment Consultants's portfolio in Q2 2026, its #257 holding.
  • Integrated Investment Consultants first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 25 quarters since.
  • Integrated Investment Consultants's Vanguard Morningstar Growth ETF position peaked at $4.91M in Q4 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.