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Iron Gate Global Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Iron Gate Global 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 		$2.65M Buy
30,794
+686
+2% +$57.7K 0.26% 28
2026
Q1 		$2.19M Sell
30,108
-1,314
-4% -$102K 0.23% 28
2025
Q4 		$2.55M Buy
31,422
+4,320
+16% +$351K 0.26% 27
2025
Q3 		$2.17M Sell
27,102
-1,470
-5% -$112K 0.22% 30
2025
Q2 		$2.09M Sell
28,572
-996
-3% -$65.6K 0.23% 31
2025
Q1 		$1.83M Buy
29,568
+1,470
+5% +$99.1K 0.25% 28
2024
Q4 		$1.92M Buy
28,098
+1,146
+4% +$77K 0.27% 30
2024
Q3 		$1.72M Sell
26,952
-432
-2% -$26.8K 0.27% 33
2024
Q2 		$1.71M Sell
27,384
-612
-2% -$35.7K 0.28% 29
2024
Q1 		$1.61M Buy
27,996
+192
+0.7% +$10.6K 0.29% 32
2023
Q4 		$1.44M Sell
27,804
-2,790
-9% -$135K 0.28% 32
2023
Q3 		$1.39M Sell
30,594
-504
-2% -$23.8K 0.31% 30
2023
Q2 		$1.47M Sell
31,098
-1,488
-5% -$64.5K 0.32% 31
2023
Q1 		$1.35M Sell
32,586
-3,360
-9% -$131K 0.33% 32
2022
Q4 		$1.28M Sell
35,946
-498
-1% -$18.3K 0.35% 31
2022
Q3 		$1.3M Sell
36,444
-3,072
-8% -$123K 0.36% 25
2022
Q2 		$1.47M Sell
39,516
-13,272
-25% -$545K 0.4% 27
2022
Q1 		$2.54M Buy
52,788
+8,634
+20% +$408K 0.58% 23
2021
Q4 		$2.35M Buy
44,154
+5,526
+14% +$288K 0.55% 25
2021
Q3 		$1.87M Buy
38,628
+9,252
+31% +$460K 0.51% 26
2021
Q2 		$1.4M Buy
29,376
+9,816
+50% +$446K 0.39% 29
2021
Q1 		$837K Buy
19,560
+8,808
+82% +$377K 0.27% 40
2020
Q4 		$453K Hold
10,752
– – 0.17% 54
2020
Q3 		$408K Buy
10,752
+2,160
+25% +$79.7K 0.17% 60
2020
Q2 		$289K Buy
+8,592
New +$264K 0.14% 66

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

Iron Gate Global Advisors's VUG Position: Q2 2026 in Review

Iron Gate Global Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, buying an estimated $57.7K and bringing the position to 30,794 shares worth $2.65M. The position accounts for 0.26% of the portfolio, ranked #28.

Iron Gate Global Advisors first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Iron Gate Global Advisors held 30,794 shares of Vanguard Morningstar Growth ETF worth $2.65M as of Q2 2026.
  • Iron Gate Global Advisors bought 686 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $57.7K.
  • Vanguard Morningstar Growth ETF made up 0.26% of Iron Gate Global Advisors's portfolio in Q2 2026, its #28 holding.
  • Iron Gate Global Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.