IRON Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

IRON Financial’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	$412K	Sell	4,779 -3	-0.1%	-$252	0.17%	80
2026 Q1	$348K	Hold	4,782	–	–	0.15%	85
2025 Q4	$389K	Hold	4,782	–	–	0.18%	79
2025 Q3	$382K	Buy	4,782 +6	+0.1%	+$458	0.18%	78
2025 Q2	$349K	Hold	4,776	–	–	0.18%	80
2025 Q1	$295K	Buy	4,776 +6	+0.1%	+$405	0.17%	77
2024 Q4	$326K	Buy	4,770 +6	+0.1%	+$403	0.18%	71
2024 Q3	$305K	Buy	4,764 +12	+0.3%	+$744	0.17%	75
2024 Q2	$296K	Hold	4,752	–	–	0.17%	77
2024 Q1	$272K	Buy	4,752 +6	+0.1%	+$330	0.15%	79
2023 Q4	$246K	Buy	4,746 +12	+0.3%	+$579	0.14%	83
2023 Q3	$215K	Buy	4,734 +6	+0.1%	+$283	0.12%	89
2023 Q2	$223K	Buy	+4,728	New	+$205K	0.12%	87
2022 Q2	–	Sell	-5,058	Closed	-$242K	–	112
2022 Q1	$242K	Sell	5,058 -234	-4%	-$11.1K	0.11%	91
2021 Q4	$283K	Buy	5,292 +6	+0.1%	+$313	0.13%	90
2021 Q3	$256K	Buy	5,286 +6	+0.1%	+$299	0.12%	92
2021 Q2	$252K	Sell	5,280 -12,078	-70%	-$548K	0.12%	88
2021 Q1	$744K	Sell	17,358 -1,194	-6%	-$51.1K	0.39%	32
2020 Q4	$783K	Buy	18,552 +270	+1%	+$10.8K	0.39%	31
2020 Q3	$694K	Sell	18,282 -348	-2%	-$12.8K	0.38%	32
2020 Q2	$627K	Sell	18,630 -3,696	-17%	-$114K	0.32%	36
2020 Q1	$583K	Buy	22,326 +6,900	+45%	+$207K	0.36%	33
2019 Q4	$468K	Buy	15,426 +114	+0.7%	+$3.29K	0.22%	65
2019 Q3	$424K	Sell	15,312 -240	-2%	-$6.66K	0.32%	58
2019 Q2	$405K	Buy	15,552 +2,574	+20%	+$68.8K	0.38%	56
2019 Q1	$338K	Hold	12,978	–	–	0.21%	64
2018 Q4	$291K	Sell	12,978 -2,124	-14%	-$51.5K	0.23%	61
2018 Q3	$405K	Buy	15,102 +6,642	+79%	+$174K	0.27%	54
2018 Q2	$211K	Buy	+8,460	New	+$207K	0.11%	84

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IRON Financial's VUG Position: Q2 2026 in Review

IRON Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, selling an estimated $252 and leaving 4,779 shares worth $412K. The position accounts for 0.17% of the portfolio, ranked #80.

IRON Financial first reported a position in VUG in Q2 2018 and has held it in 29 quarters since. The position peaked at $783K in Q4 2020. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

IRON Financial held 4,779 shares of Vanguard Morningstar Growth ETF worth $412K as of Q2 2026.
IRON Financial sold 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Morningstar Growth ETF made up 0.17% of IRON Financial's portfolio in Q2 2026, its #80 holding.
IRON Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 29 quarters since.
IRON Financial's Vanguard Morningstar Growth ETF position peaked at $783K in Q4 2020.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.