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

Ironwood 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	$6.34M	Sell	73,582 -8,342	-10%	-$702K	0.99%	29
2026 Q1	$5.96M	Buy	81,924 +43,284	+112%	+$3.37M	1.04%	29
2025 Q4	$3.17M	Buy	38,640 +3,078	+9%	+$250K	0.54%	46
2025 Q3	$2.84M	Buy	35,562 +2,646	+8%	+$202K	0.5%	49
2025 Q2	$2.03M	Hold	32,916	–	–	0.44%	52
2025 Q1	$2.03M	Buy	32,916 +24,384	+286%	+$1.64M	0.44%	52
2024 Q4	$583K	Buy	8,532 +492	+6%	+$33.1K	0.12%	100
2024 Q3	$514K	Buy	8,040 +1,224	+18%	+$75.9K	0.11%	104
2024 Q2	$425K	Sell	6,816 -1,362	-17%	-$79.4K	0.1%	113
2024 Q1	$469K	Buy	8,178 +1,170	+17%	+$64.3K	0.11%	111
2023 Q4	$363K	Buy	7,008 +126	+2%	+$6.08K	0.09%	114
2023 Q3	$312K	Buy	6,882 +1,530	+29%	+$72.3K	0.08%	114
2023 Q2	$252K	Sell	5,352 -858	-14%	-$37.2K	0.07%	129
2023 Q1	$258K	Buy	+6,210	New	+$242K	0.07%	128
2022 Q2	–	Sell	-4,932	Closed	-$236K	–	126
2022 Q1	$236K	Hold	4,932	–	–	0.07%	113
2021 Q4	$264K	Hold	4,932	–	–	0.07%	109
2021 Q3	$238K	Buy	4,932 +1,752	+55%	+$87.2K	0.07%	108
2021 Q2	$152K	Hold	3,180	–	–	0.05%	123
2021 Q1	$136K	Hold	3,180	–	–	0.04%	117
2020 Q4	$134K	Hold	3,180	–	–	0.05%	115
2020 Q3	$121K	Hold	3,180	–	–	0.06%	76
2020 Q2	$107K	Hold	3,180	–	–	0.06%	75
2020 Q1	$83K	Sell	3,180 -8,058	-72%	-$241K	0.06%	63
2019 Q4	$341K	Sell	11,238 -120	-1%	-$3.46K	0.16%	40
2019 Q3	$315K	Hold	11,358	–	–	0.15%	40
2019 Q2	$309K	Sell	11,358 -180	-2%	-$4.81K	0.15%	43
2019 Q1	$301K	Hold	11,538	–	–	0.16%	45
2018 Q4	$258K	Hold	11,538	–	–	0.14%	45
2018 Q3	$310K	Hold	11,538	–	–	0.16%	46
2018 Q2	$288K	Sell	11,538 -450	-4%	-$11K	0.17%	40
2018 Q1	$283K	Hold	11,988	–	–	0.31%	30
2017 Q4	$281K	Sell	11,988 -360	-3%	-$8.26K	0.17%	41
2017 Q3	$273K	Sell	12,348 -954	-7%	-$20.7K	0.17%	43
2017 Q2	$282K	Hold	13,302	–	–	0.18%	39
2017 Q1	$270K	Hold	13,302	–	–	0.18%	39
2016 Q4	$247K	Hold	13,302	–	–	0.17%	41
2016 Q3	$249K	Hold	13,302	–	–	0.18%	43
2016 Q2	$238K	Hold	13,302	–	–	0.18%	42
2016 Q1	$236K	Buy	+13,302	New	+$223K	0.18%	43
2015 Q3	$229K	Buy	13,722 +420	+3%	+$7.44K	0.11%	65
2015 Q2	$237K	Sell	13,302 -4,200	-24%	-$76.3K	0.11%	63
2015 Q1	$305K	Hold	17,502	–	–	0.15%	59
2014 Q4	$305K	Buy	+17,502	New	+$298K	0.17%	55

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

Ironwood Financial's VUG Position: Q2 2026 in Review

Ironwood Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, selling an estimated $702K and leaving 73,582 shares worth $6.34M. The position accounts for 0.99% of the portfolio, ranked #29.

Ironwood Financial first reported a position in VUG in Q4 2014 and has held it in 43 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ironwood Financial held 73,582 shares of Vanguard Morningstar Growth ETF worth $6.34M as of Q2 2026.
Ironwood Financial sold 8,342 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $702K.
Vanguard Morningstar Growth ETF made up 0.99% of Ironwood Financial's portfolio in Q2 2026, its #29 holding.
Ironwood Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 43 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.