Investment Partners Asset Management’s Vanguard 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 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Investment Partners Asset Management's VUG Position: Q2 2026 in Review

Investment Partners Asset Management held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 3,012 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #148.

Investment Partners Asset Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Investment Partners Asset Management held 3,012 shares of Vanguard Growth ETF worth $259K as of Q2 2026.
Investment Partners Asset Management left its Vanguard Growth ETF share count unchanged in Q2 2026.
Vanguard Growth ETF made up 0.14% of Investment Partners Asset Management's portfolio in Q2 2026, its #148 holding.
Investment Partners Asset Management first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.