Integris Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Integris Wealth Management’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	$319K	Sell	3,698 -172	-4%	-$14.5K	0.06%	95
2026 Q1	$282K	Sell	3,870 -60	-2%	-$4.67K	0.06%	94
2025 Q4	$320K	Hold	3,930	–	–	0.07%	88
2025 Q3	$314K	Hold	3,930	–	–	0.08%	90
2025 Q2	$287K	Sell	3,930 -2,010	-34%	-$132K	0.07%	90
2025 Q1	$367K	Hold	5,940	–	–	0.1%	69
2024 Q4	$406K	Buy	5,940 +2,010	+51%	+$135K	0.11%	64
2024 Q3	$251K	Buy	+3,930	New	+$244K	0.07%	89

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

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 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

Integris Wealth Management's VUG Position: Q2 2026 in Review

Integris Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 4.4% in Q2 2026, selling an estimated $14.5K and leaving 3,698 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #95.

Integris Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $406K in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Integris Wealth Management held 3,698 shares of Vanguard Growth ETF worth $319K as of Q2 2026.
Integris Wealth Management sold 172 Vanguard Growth ETF shares in Q2 2026, an estimated $14.5K.
Vanguard Growth ETF made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #95 holding.
Integris Wealth Management first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 8 quarters since.
Integris Wealth Management's Vanguard Growth ETF position peaked at $406K in Q4 2024.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.