Intellus Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Intellus 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	$268K	Buy	+3,111	New	+$262K	0.03%	113
2026 Q1	–	Sell	-2,700	Closed	-$220K	–	139
2025 Q4	$220K	Sell	2,700 -1,350	-33%	-$110K	0.03%	121
2025 Q3	$324K	Hold	4,050	–	–	0.04%	100
2025 Q2	$296K	Sell	4,050 -72	-2%	-$4.74K	0.04%	107
2025 Q1	$255K	Hold	4,122	–	–	0.04%	104
2024 Q4	$282K	Buy	+4,122	New	+$277K	0.05%	91

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

Intellus Advisors's VUG Position: Q2 2026 in Review

Intellus Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 3,111 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #113 among its holdings. This is a return to the name: Intellus Advisors previously reported a position in VUG as recently as Q4 2025.

Intellus Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $324K in Q3 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Intellus Advisors held 3,111 shares of Vanguard Morningstar Growth ETF worth $268K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Intellus Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #113 holding.
Intellus Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
Intellus Advisors's Vanguard Morningstar Growth ETF position peaked at $324K in Q3 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.