Integrity Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Integrity Financial’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	$805K	Buy	9,348 +804	+9%	+$67.7K	0.38%	56
2026 Q1	$622K	Buy	8,544 +354	+4%	+$27.5K	0.31%	71
2025 Q4	$666K	Buy	8,190 +210	+3%	+$17K	0.34%	62
2025 Q3	$639K	Buy	7,980 +336	+4%	+$25.7K	0.3%	75
2025 Q2	$559K	Buy	7,644 +5,094	+200%	+$335K	0.28%	83
2025 Q1	$158K	Buy	2,550 +456	+22%	+$30.7K	0.09%	129
2024 Q4	$143K	Sell	2,094 -2,034	-49%	-$137K	0.08%	134
2024 Q3	$264K	Buy	4,128 +522	+14%	+$32.4K	0.15%	97
2024 Q2	$225K	Hold	3,606	–	–	0.14%	104
2024 Q1	$207K	Hold	3,606	–	–	0.14%	108
2023 Q4	$187K	Hold	3,606	–	–	0.14%	103
2023 Q3	$164K	Hold	3,606	–	–	0.12%	104
2023 Q2	$170K	Sell	3,606 -1,044	-22%	-$45.3K	0.12%	100
2023 Q1	$193K	Buy	+4,650	New	+$181K	0.16%	100
2022 Q4	–	Sell	-1,422	Closed	-$51K	–	220
2022 Q3	$51K	Hold	1,422	–	–	0.05%	119
2022 Q2	$53K	Buy	+1,422	New	+$58.4K	0.05%	120

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

Integrity Financial's VUG Position: Q2 2026 in Review

Integrity Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.4% in Q2 2026, buying an estimated $67.7K and bringing the position to 9,348 shares worth $805K. The position accounts for 0.38% of the portfolio, ranked #56.

Integrity Financial first reported a position in VUG in Q2 2022 and has held it in 16 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Integrity Financial held 9,348 shares of Vanguard Morningstar Growth ETF worth $805K as of Q2 2026.
Integrity Financial bought 804 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $67.7K.
Vanguard Morningstar Growth ETF made up 0.38% of Integrity Financial's portfolio in Q2 2026, its #56 holding.
Integrity Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 16 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.