Iron Horse Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$641K	Buy	8,778 +864	+11%	+$56.9K	0.19%	26
2025 Q1	$489K	Sell	7,914 -360	-4%	-$24.3K	0.16%	29
2024 Q4	$566K	Buy	8,274 +210	+3%	+$14.1K	0.19%	26
2024 Q3	$516K	Hold	8,064	–	–	0.18%	26
2024 Q2	$503K	Hold	8,064	–	–	0.19%	24
2024 Q1	$463K	Buy	8,064 +300	+4%	+$16.5K	0.18%	25
2023 Q4	$402K	Hold	7,764	–	–	0.18%	27
2023 Q3	$352K	Buy	7,764 +786	+11%	+$37.1K	0.17%	26
2023 Q2	$329K	Hold	6,978	–	–	0.16%	28
2023 Q1	$290K	Sell	6,978 -1,200	-15%	-$46.7K	0.14%	29
2022 Q4	$290K	Buy	8,178 +4,434	+118%	+$163K	0.16%	31
2022 Q3	$134K	Sell	3,744 -4,434	-54%	-$178K	0.19%	25
2022 Q2	$304K	Hold	8,178	–	–	0.17%	28
2022 Q1	$392K	Sell	8,178 -1,266	-13%	-$59.9K	0.22%	26
2021 Q4	$505K	Hold	9,444	–	–	0.28%	22
2021 Q3	$457K	Sell	9,444 -300	-3%	-$14.9K	0.28%	24
2021 Q2	$466K	Sell	9,744 -6	-0.1%	-$272	0.31%	24
2021 Q1	$418K	Buy	9,750 +6	+0.1%	+$257	0.31%	24
2020 Q4	$411K	Buy	+9,744	New	+$389K	0.33%	24

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Iron Horse Wealth Management's VUG Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2025, buying an estimated $56.9K and bringing the position to 8,778 shares worth $641K. The position accounts for 0.19% of the portfolio, ranked #26.

Iron Horse Wealth Management first reported a position in VUG in Q4 2020 and has held it in 19 quarters since. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Iron Horse Wealth Management held 8,778 shares of Vanguard Morningstar Growth ETF worth $641K as of Q2 2025.
Iron Horse Wealth Management bought 864 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $56.9K.
Vanguard Morningstar Growth ETF made up 0.19% of Iron Horse Wealth Management's portfolio in Q2 2025, its #26 holding.
Iron Horse Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 19 quarters since.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.