IPG Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

IPG Investment Advisors’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	$3.09M	Sell	35,902 -32	-0.1%	-$2.69K	0.44%	53
2026 Q1	$2.62M	Hold	35,934	–	–	0.45%	50
2025 Q4	$2.92M	Buy	35,934 +150	+0.4%	+$12.2K	0.51%	45
2025 Q3	$2.86M	Hold	35,784	–	–	0.51%	50
2025 Q2	$2.62M	Buy	35,784 +990	+3%	+$65.2K	0.51%	44
2025 Q1	$2.15M	Sell	34,794 -1,164	-3%	-$78.5K	0.49%	41
2024 Q4	$2.46M	Buy	+35,958	New	+$2.42M	0.56%	39

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

IPG Investment Advisors's VUG Position: Q2 2026 in Review

IPG Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.09% in Q2 2026, selling an estimated $2.69K and leaving 35,902 shares worth $3.09M. The position accounts for 0.44% of the portfolio, ranked #53.

IPG Investment Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

IPG Investment Advisors held 35,902 shares of Vanguard Morningstar Growth ETF worth $3.09M as of Q2 2026.
IPG Investment Advisors sold 32 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.69K.
Vanguard Morningstar Growth ETF made up 0.44% of IPG Investment Advisors's portfolio in Q2 2026, its #53 holding.
IPG Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.