Investment House LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investment House LLC’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	$915K	Buy	+10,618	New	+$893K	0.04%	151
2023 Q1	–	Sell	-96,468	Closed	-$3.43M	–	188
2022 Q4	$3.43M	Buy	+96,468	New	+$3.55M	0.32%	70
2020 Q4	–	Sell	-334,320	Closed	-$12.7M	–	231
2020 Q3	$12.7M	Buy	+334,320	New	+$12.3M	0.99%	24
2015 Q4	–	Sell	-16,770	Closed	-$280K	–	174
2015 Q3	$280K	Buy	+16,770	New	+$297K	0.05%	142

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 House LLC's VUG Position: Q2 2026 in Review

Investment House LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 10,618 shares worth $915K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: Investment House LLC previously reported a position in VUG as recently as Q4 2022.

Investment House LLC first reported a position in VUG in Q3 2015 and has held it in 4 quarters since. The position peaked at $12.7M in Q3 2020. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Investment House LLC held 10,618 shares of Vanguard Morningstar Growth ETF worth $915K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Investment House LLC position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of Investment House LLC's portfolio in Q2 2026, its #151 holding.
Investment House LLC first reported a position in Vanguard Morningstar Growth ETF in Q3 2015 and has held it in 4 quarters since.
Investment House LLC's Vanguard Morningstar Growth ETF position peaked at $12.7M in Q3 2020.
2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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