Integrity Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Integrity Investment Advisors’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	$400K	Sell	4,638 -1,800	-28%	-$151K	0.17%	54
2026 Q1	$469K	Sell	6,438 -6	-0.1%	-$467	0.25%	47
2025 Q4	$524K	Buy	6,444 +2,202	+52%	+$179K	0.29%	42
2025 Q3	$339K	Hold	4,242	–	–	0.22%	47
2025 Q2	$310K	Sell	4,242 -330	-7%	-$21.7K	0.24%	43
2025 Q1	$283K	Buy	+4,572	New	+$308K	0.26%	39

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 Investment Advisors's VUG Position: Q2 2026 in Review

Integrity Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 28% in Q2 2026, selling an estimated $151K and leaving 4,638 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #54.

Integrity Investment Advisors first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $524K in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Integrity Investment Advisors held 4,638 shares of Vanguard Morningstar Growth ETF worth $400K as of Q2 2026.
Integrity Investment Advisors sold 1,800 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $151K.
Vanguard Morningstar Growth ETF made up 0.17% of Integrity Investment Advisors's portfolio in Q2 2026, its #54 holding.
Integrity Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
Integrity Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $524K in Q4 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.