Investment Partners Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investment Partners Asset Management’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 Q3	$271K	Hold	3,012	–	–	0.15%	144
2026 Q2	$259K	Hold	3,012	–	–	0.14%	148
2026 Q1	$219K	Hold	3,012	–	–	0.14%	154
2025 Q4	$245K	Sell	3,012 -180	-6%	-$14.6K	0.15%	147
2025 Q3	$255K	Sell	3,192 -84	-3%	-$6.42K	0.17%	138
2025 Q2	$239K	Hold	3,276	–	–	0.17%	132
2025 Q1	$202K	Buy	3,276 +18	+0.6%	+$1.21K	0.16%	138
2024 Q4	$223K	Hold	3,258	–	–	0.17%	133
2024 Q3	$208K	Buy	+3,258	New	+$202K	0.17%	131

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Investment Partners Asset Management's VUG Position: Q3 2026 in Review

Investment Partners Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,012 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #144.

Investment Partners Asset Management first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. 548 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Investment Partners Asset Management held 3,012 shares of Vanguard Morningstar Growth ETF worth $271K as of Q3 2026.
Investment Partners Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.15% of Investment Partners Asset Management's portfolio in Q3 2026, its #144 holding.
Investment Partners Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
548 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.