IFPL
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Investments & Financial Planning LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investments & Financial Planning 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 		$1.85M Buy
21,440
+26
+0.1% +$2.19K 0.87% 13
2026
Q1 		$1.56M Sell
21,414
-84
-0.4% -$6.54K 0.85% 13
2025
Q4 		$1.75M Sell
21,498
-2,244
-9% -$182K 0.94% 13
2025
Q3 		$1.9M Sell
23,742
-30
-0.1% -$2.29K 1.03% 13
2025
Q2 		$1.74M Sell
23,772
-78
-0.3% -$5.13K 1% 13
2025
Q1 		$1.47M Sell
23,850
-312
-1% -$21K 0.96% 13
2024
Q4 		$1.65M Sell
24,162
-282
-1% -$18.9K 1.02% 13
2024
Q3 		$1.56M Sell
24,444
-1,188
-5% -$73.6K 0.99% 12
2024
Q2 		$1.6M Sell
25,632
-30
-0.1% -$1.75K 1.07% 12
2024
Q1 		$1.47M Sell
25,662
-1,554
-6% -$85.5K 1.01% 12
2023
Q4 		$1.41M Sell
27,216
-696
-2% -$33.6K 1.06% 11
2023
Q3 		$1.27M Sell
27,912
-540
-2% -$25.5K 1.13% 16
2023
Q2 		$1.34M Sell
28,452
-126
-0.4% -$5.46K 1.16% 16
2023
Q1 		$1.19M Buy
28,578
+30
+0.1% +$1.17K 1.09% 16
2022
Q4 		$1.01M Buy
+28,548
New +$1.05M 0.99% 16
2022
Q2 		$1.06M Buy
28,458
+1,182
+4% +$48.6K 1.09% 14
2022
Q1 		$1.31M Buy
27,276
+60
+0.2% +$2.84K 1.14% 15
2021
Q4 		$1.31M Buy
+27,216
New +$1.42M 1.17% 14

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

Investments & Financial Planning LLC's VUG Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.12% in Q2 2026, buying an estimated $2.19K and bringing the position to 21,440 shares worth $1.85M. The position accounts for 0.87% of the portfolio, ranked #13.

Investments & Financial Planning LLC first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.9M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Investments & Financial Planning LLC held 21,440 shares of Vanguard Morningstar Growth ETF worth $1.85M as of Q2 2026.
  • Investments & Financial Planning LLC bought 26 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.19K.
  • Vanguard Morningstar Growth ETF made up 0.87% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #13 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's Vanguard Morningstar Growth ETF position peaked at $1.9M in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.