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IVC Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

IVC Wealth 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 		$23.6M Sell
274,451
-4,543
-2% -$382K 9.22% 1
2026
Q1 		$20.3M Buy
278,994
+426
+0.2% +$33.1K 8.82% 1
2025
Q4 		$22.7M Sell
278,568
-2,094
-0.7% -$170K 9.85% 1
2025
Q3 		$22.4M Buy
280,662
+912
+0.3% +$69.7K 10.03% 1
2025
Q2 		$20.4M Sell
279,750
-10,392
-4% -$684K 9.97% 1
2025
Q1 		$17.9M Sell
290,142
-10,374
-3% -$699K 9.65% 1
2024
Q4 		$20.6M Buy
300,516
+21,714
+8% +$1.46M 11.5% 1
2024
Q3 		$17.8M Sell
278,802
-6,180
-2% -$383K 9.76% 1
2024
Q2 		$17.8M Sell
284,982
-15,366
-5% -$896K 9.93% 1
2024
Q1 		$17.2M Buy
300,348
+318
+0.1% +$17.5K 9.94% 1
2023
Q4 		$15.5M Sell
300,030
-6,774
-2% -$327K 9.67% 1
2023
Q3 		$13.9M Sell
306,804
-3,222
-1% -$152K 9.31% 1
2023
Q2 		$14.6M Sell
310,026
-5,898
-2% -$256K 9.26% 1
2023
Q1 		$13.1M Sell
315,924
-81,504
-21% -$3.17M 9.31% 1
2022
Q4 		$11.3M Buy
397,428
+79,830
+25% +$2.94M 8.33% 2
2022
Q3 		$11.3M Sell
317,598
-1,380
-0.4% -$55.5K 9.12% 1
2022
Q2 		$11.8M Buy
318,978
+52,602
+20% +$2.16M 9.17% 2
2022
Q1 		$12.8M Buy
266,376
+5,784
+2% +$274K 8.39% 3
2021
Q4 		$13.9M Buy
260,592
+4,878
+2% +$254K 8.98% 3
2021
Q3 		$12.4M Buy
255,714
+216
+0.1% +$10.7K 8.52% 2
2021
Q2 		$12.2M Buy
255,498
+9,804
+4% +$445K 8.58% 2
2021
Q1 		$10.5M Sell
245,694
-11,628
-5% -$497K 8.29% 2
2020
Q4 		$10.9M Buy
+257,322
New +$10.3M 10.37% 2

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

IVC Wealth Advisors's VUG Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, selling an estimated $382K and leaving 274,451 shares worth $23.6M. The position accounts for 9.22% of the portfolio, ranked #1.

IVC Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • IVC Wealth Advisors held 274,451 shares of Vanguard Morningstar Growth ETF worth $23.6M as of Q2 2026.
  • IVC Wealth Advisors sold 4,543 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $382K.
  • Vanguard Morningstar Growth ETF made up 9.22% of IVC Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.