Investor's Fiduciary Advisor Network’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investor's Fiduciary Advisor Network’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	$2.39M	Sell	27,777 -5,787	-17%	-$487K	0.81%	32
2026 Q1	$2.44M	Buy	33,564 +1,764	+6%	+$137K	0.75%	31
2025 Q4	$2.58M	Sell	31,800 -960	-3%	-$77.9K	0.55%	39
2025 Q3	$2.62M	Sell	32,760 -186	-0.6%	-$14.2K	0.89%	23
2025 Q2	$2.41M	Buy	32,946 +2,826	+9%	+$186K	0.89%	23
2025 Q1	$1.86M	Sell	30,120 -1,920	-6%	-$129K	0.88%	31
2024 Q4	$2.19M	Buy	+32,040	New	+$2.15M	0.84%	30

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

Investor's Fiduciary Advisor Network's VUG Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, selling an estimated $487K and leaving 27,777 shares worth $2.39M. The position accounts for 0.81% of the portfolio, ranked #32.

Investor's Fiduciary Advisor Network first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Investor's Fiduciary Advisor Network held 27,777 shares of Vanguard Morningstar Growth ETF worth $2.39M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 5,787 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $487K.
Vanguard Morningstar Growth ETF made up 0.81% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #32 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Morningstar Growth ETF position peaked at $2.62M in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.