Investment Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investment Advisory Group’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	$34M	Buy	394,770 +29,154	+8%	+$2.45M	7.38%	1
2026 Q1	$26.6M	Buy	365,616 +9,900	+3%	+$770K	6.77%	2
2025 Q4	$28.9M	Buy	355,716 +11,796	+3%	+$957K	7.44%	1
2025 Q3	$27.5M	Buy	343,920 +16,686	+5%	+$1.28M	7.48%	1
2025 Q2	$23.9M	Buy	327,234 +7,818	+2%	+$515K	7.24%	1
2025 Q1	$19.7M	Buy	319,416 +26,856	+9%	+$1.81M	6.6%	2
2024 Q4	$20M	Buy	292,560 +10,944	+4%	+$735K	6.7%	1
2024 Q3	$18M	Buy	281,616 +10,038	+4%	+$622K	6.25%	3
2024 Q2	$16.9M	Buy	271,578 +13,464	+5%	+$785K	6.54%	2
2024 Q1	$14.8M	Buy	258,114 +1,524	+0.6%	+$83.8K	6.12%	3
2023 Q4	$13.3M	Buy	256,590 +14,010	+6%	+$676K	6.11%	3
2023 Q3	$11M	Buy	242,580 +5,682	+2%	+$268K	5.72%	3
2023 Q2	$11.2M	Buy	236,898 +6,942	+3%	+$301K	5.72%	3
2023 Q1	$9.56M	Buy	229,956 +26,106	+13%	+$1.02M	5.5%	3
2022 Q4	$7.24M	Buy	203,850 +6,840	+3%	+$252K	4.44%	4
2022 Q3	$7.03M	Buy	197,010 +20,802	+12%	+$836K	4.87%	3
2022 Q2	$6.54M	Buy	176,208 +20,232	+13%	+$831K	4.45%	3
2022 Q1	$7.48M	Buy	155,976 +6,606	+4%	+$312K	4.54%	3
2021 Q4	$7.18M	Buy	+149,370	New	+$7.78M	4.6%	3

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

Investment Advisory Group's VUG Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 8% in Q2 2026, buying an estimated $2.45M and bringing the position to 394,770 shares worth $34M. The position accounts for 7.38% of the portfolio, ranked #1.

Investment Advisory Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Investment Advisory Group held 394,770 shares of Vanguard Morningstar Growth ETF worth $34M as of Q2 2026.
Investment Advisory Group bought 29,154 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.45M.
Vanguard Morningstar Growth ETF made up 7.38% of Investment Advisory Group's portfolio in Q2 2026, its #1 holding.
Investment Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.