Integrity Financial’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrity Financial's VUG Position: Q1 2026 in Review

Integrity Financial increased its Vanguard Growth ETF (VUG) stake by 4.3% in Q1 2026, buying an estimated $27.5K and bringing the position to 8,544 shares worth $622K. The position accounts for 0.31% of the portfolio, ranked #71.

Integrity Financial first reported a position in VUG in Q2 2022 and has held it in 15 quarters since. The position peaked at $666K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Integrity Financial held 8,544 shares of Vanguard Growth ETF worth $622K as of Q1 2026.
Integrity Financial bought 354 Vanguard Growth ETF shares in Q1 2026, an estimated $27.5K.
Vanguard Growth ETF made up 0.31% of Integrity Financial's portfolio in Q1 2026, its #71 holding.
Integrity Financial first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 15 quarters since.
Integrity Financial's Vanguard Growth ETF position peaked at $666K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.