Integrity Wealth Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Integrity Wealth Solutions’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	$15.5M	Buy	180,238 +118	+0.1%	+$9.93K	5.74%	2
2026 Q1	$13.1M	Buy	180,120 +1,758	+1%	+$137K	5.15%	2
2025 Q4	$14.5M	Buy	178,362 +1,560	+0.9%	+$127K	5.74%	2
2025 Q3	$14.1M	Buy	176,802 +3,372	+2%	+$258K	6.3%	2
2025 Q2	$12.7M	Buy	173,430 +7,080	+4%	+$466K	6.18%	2
2025 Q1	$10.3M	Sell	166,350 -1,098	-0.7%	-$74K	5.57%	2
2024 Q4	$11.5M	Buy	167,448 +1,620	+1%	+$109K	6.42%	2
2024 Q3	$10.6M	Sell	165,828 -1,422	-0.9%	-$88.1K	6.19%	2
2024 Q2	$10.4M	Buy	167,250 +1,806	+1%	+$105K	6.79%	2
2024 Q1	$9.49M	Sell	165,444 -3,810	-2%	-$210K	6.2%	2
2023 Q4	$8.77M	Buy	+169,254	New	+$8.17M	6.07%	2

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 Wealth Solutions's VUG Position: Q2 2026 in Review

Integrity Wealth Solutions increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $9.93K and bringing the position to 180,238 shares worth $15.5M. The position accounts for 5.74% of the portfolio, ranked #2.

Integrity Wealth Solutions first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Integrity Wealth Solutions held 180,238 shares of Vanguard Morningstar Growth ETF worth $15.5M as of Q2 2026.
Integrity Wealth Solutions bought 118 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.93K.
Vanguard Morningstar Growth ETF made up 5.74% of Integrity Wealth Solutions's portfolio in Q2 2026, its #2 holding.
Integrity Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.