IF
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Intrua Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Intrua 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 		$1.87M Sell
21,651
-2,133
-9% -$179K 0.17% 104
2026
Q1 		$1.73M Sell
23,784
-6,900
-22% -$537K 0.18% 106
2025
Q4 		$2.49M Buy
30,684
+9,408
+44% +$764K 0.26% 70
2025
Q3 		$1.7M Buy
21,276
+66
+0.3% +$5.04K 0.18% 104
2025
Q2 		$1.55M Buy
21,210
+372
+2% +$24.5K 0.21% 85
2025
Q1 		$1.29M Sell
20,838
-14,436
-41% -$973K 0.19% 91
2024
Q4 		$2.41M Sell
35,274
-17,694
-33% -$1.19M 0.37% 50
2024
Q3 		$3.39M Sell
52,968
-3,306
-6% -$205K 0.5% 40
2024
Q2 		$3.51M Sell
56,274
-6,744
-11% -$393K 0.52% 37
2024
Q1 		$3.62M Sell
63,018
-14,634
-19% -$805K 0.52% 40
2023
Q4 		$4.02M Sell
77,652
-2,142
-3% -$103K 0.59% 39
2023
Q3 		$3.62M Sell
79,794
-1,302
-2% -$61.5K 0.61% 36
2023
Q2 		$3.82M Sell
81,096
-1,596
-2% -$69.2K 0.65% 33
2023
Q1 		$3.5M Sell
82,692
-15,906
-16% -$619K 0.73% 35
2022
Q4 		$3.63M Sell
98,598
-10,398
-10% -$383K 0.84% 25
2022
Q3 		$3.89M Sell
108,996
-16,062
-13% -$646K 1.04% 22
2022
Q2 		$4.65M Sell
125,058
-20,424
-14% -$839K 0.99% 23
2022
Q1 		$6.97M Sell
145,482
-15,906
-10% -$752K 1.25% 16
2021
Q4 		$8.63M Sell
161,388
-4,854
-3% -$253K 1.51% 12
2021
Q3 		$8.58M Buy
166,242
+48,348
+41% +$2.41M 1.58% 11
2021
Q2 		$5.83M Buy
117,894
+6,462
+6% +$293K 1.39% 15
2021
Q1 		$5.14M Buy
111,432
+102,882
+1,203% +$4.4M 1.31% 15
2020
Q4 		$361K Sell
8,550
-372
-4% -$14.8K 0.16% 134
2020
Q3 		$354K Sell
8,922
-13,194
-60% -$487K 0.17% 123
2020
Q2 		$824K Buy
+22,116
New +$680K 0.31% 71

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Intrua Financial's VUG Position: Q2 2026 in Review

Intrua Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9% in Q2 2026, selling an estimated $179K and leaving 21,651 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #104.

Intrua Financial first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.63M in Q4 2021. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Intrua Financial held 21,651 shares of Vanguard Morningstar Growth ETF worth $1.87M as of Q2 2026.
  • Intrua Financial sold 2,133 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $179K.
  • Vanguard Morningstar Growth ETF made up 0.17% of Intrua Financial's portfolio in Q2 2026, its #104 holding.
  • Intrua Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Vanguard Morningstar Growth ETF position peaked at $8.63M in Q4 2021.
  • 2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.