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Ironwood Investment Counsel’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ironwood Investment Counsel’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
Q1 		$327K Sell
4,488
-114
-2% -$8.87K 0.05% 210
2025
Q4 		$374K Buy
4,602
+564
+14% +$45.8K 0.05% 196
2025
Q3 		$323K Sell
4,038
-138
-3% -$10.5K 0.05% 209
2025
Q2 		$305K Hold
4,176
– – 0.05% 206
2025
Q1 		$258K Hold
4,176
– – 0.04% 211
2024
Q4 		$286K Sell
4,176
-36
-0.9% -$2.42K 0.05% 209
2024
Q3 		$270K Sell
4,212
-510
-11% -$31.6K 0.04% 217
2024
Q2 		$294K Sell
4,722
-264
-5% -$15.4K 0.05% 216
2024
Q1 		$286K Buy
+4,986
New +$274K 0.05% 216
2023
Q1 		– Sell
-7,278
Closed -$259K – 218
2022
Q4 		$259K Buy
+7,278
New +$268K 0.06% 178
2022
Q1 		– Sell
-6,402
Closed -$342K – 227
2021
Q4 		$342K Sell
6,402
-324
-5% -$16.9K 0.08% 152
2021
Q3 		$325K Buy
6,726
+1,698
+34% +$84.5K 0.08% 147
2021
Q2 		$240K Buy
+5,028
New +$228K 0.06% 177
2021
Q1 		– Sell
-19,896
Closed -$840K – 223
2020
Q4 		$840K Sell
19,896
-174
-0.9% -$6.95K 0.19% 101
2020
Q3 		$761K Buy
20,070
+3,012
+18% +$111K 0.21% 96
2020
Q2 		$574K Hold
17,058
– – 0.18% 107
2020
Q1 		$445K Hold
17,058
– – 0.18% 103
2019
Q4 		$517K Buy
17,058
+120
+0.7% +$3.46K 0.18% 97
2019
Q3 		$469K Hold
16,938
– – 0.17% 92
2019
Q2 		$461K Hold
16,938
– – 0.18% 94
2019
Q1 		$441K Buy
+16,938
New +$418K 0.17% 97

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ironwood Investment Counsel's VUG Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q1 2026, selling an estimated $8.87K and leaving 4,488 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #210.

Ironwood Investment Counsel first reported a position in VUG in Q1 2019 and has held it in 21 quarters since. The position peaked at $840K in Q4 2020. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Ironwood Investment Counsel held 4,488 shares of Vanguard Morningstar Growth ETF worth $327K as of Q1 2026.
  • Ironwood Investment Counsel sold 114 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $8.87K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Ironwood Investment Counsel's portfolio in Q1 2026, its #210 holding.
  • Ironwood Investment Counsel first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 21 quarters since.
  • Ironwood Investment Counsel's Vanguard Morningstar Growth ETF position peaked at $840K in Q4 2020.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.