Ipsen Advisor Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ipsen Advisor Group’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	$608K	Sell	7,061 -295	-4%	-$24.8K	0.39%	61
2026 Q1	$535K	Buy	7,356 +6	+0.1%	+$467	0.37%	69
2025 Q4	$597K	Sell	7,350 -654	-8%	-$53.1K	0.42%	61
2025 Q3	$640K	Sell	8,004 -366	-4%	-$28K	0.46%	51
2025 Q2	$612K	Hold	8,370	–	–	0.47%	55
2025 Q1	$517K	Buy	8,370 +6	+0.1%	+$405	0.45%	57
2024 Q4	$572K	Buy	+8,364	New	+$562K	0.49%	51
2022 Q4	$429K	Buy	+12,066	New	+$444K	0.49%	49

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

Ipsen Advisor Group's VUG Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, selling an estimated $24.8K and leaving 7,061 shares worth $608K. The position accounts for 0.39% of the portfolio, ranked #61.

Ipsen Advisor Group first reported a position in VUG in Q4 2022 and has held it in 8 quarters since. The position peaked at $640K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ipsen Advisor Group held 7,061 shares of Vanguard Morningstar Growth ETF worth $608K as of Q2 2026.
Ipsen Advisor Group sold 295 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24.8K.
Vanguard Morningstar Growth ETF made up 0.39% of Ipsen Advisor Group's portfolio in Q2 2026, its #61 holding.
Ipsen Advisor Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Vanguard Morningstar Growth ETF position peaked at $640K in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.