QCIG
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Quad-Cities Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Quad-Cities Investment Group’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 		$637K Buy
7,391
+983
+15% +$82.7K 0.23% 96
2026
Q1 		$467K Buy
6,408
+6
+0.1% +$467 0.19% 122
2025
Q4 		$521K Hold
6,402
– – 0.21% 97
2025
Q3 		$512K Buy
6,402
+12
+0.2% +$917 0.22% 98
2025
Q2 		$467K Hold
6,390
– – 0.21% 99
2025
Q1 		$395K Buy
6,390
+6
+0.1% +$405 0.19% 108
2024
Q4 		$437K Buy
6,384
+174
+3% +$11.7K 0.21% 96
2024
Q3 		$397K Buy
6,210
+180
+3% +$11.2K 0.2% 106
2024
Q2 		$376K Hold
6,030
– – 0.21% 102
2024
Q1 		$346K Buy
6,030
+6
+0.1% +$330 0.2% 115
2023
Q4 		$309K Sell
6,024
-2,556
-30% -$123K 0.19% 121
2023
Q3 		$390K Hold
8,580
– – 0.26% 95
2023
Q2 		$405K Sell
8,580
-324
-4% -$14.1K 0.26% 94
2023
Q1 		$370K Hold
8,904
– – 0.26% 100
2022
Q4 		$316K Sell
8,904
-810
-8% -$29.8K 0.23% 108
2022
Q3 		$346K Buy
9,714
+348
+4% +$14K 0.27% 98
2022
Q2 		$348K Buy
9,366
+1,848
+25% +$75.9K 0.26% 97
2022
Q1 		$360K Buy
7,518
+936
+14% +$44.3K 0.23% 108
2021
Q4 		$352K Buy
6,582
+432
+7% +$22.5K 0.22% 116
2021
Q3 		$297K Buy
6,150
+1,086
+21% +$54K 0.21% 122
2021
Q2 		$242K Buy
+5,064
New +$230K 0.16% 145
2019
Q4 		– Sell
-228
Closed -$6K – 695
2019
Q3 		$6K Hold
228
– – 0.01% 676
2019
Q2 		$6K Hold
228
– – 0.01% 686
2019
Q1 		$6K Hold
228
– – 0.01% 665
2018
Q4 		$5K Hold
228
– – 0.01% 684
2018
Q3 		$6K Hold
228
– – 0.01% 682
2018
Q2 		$6K Buy
+228
New +$5.59K 0.01% 691

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

Quad-Cities Investment Group's VUG Position: Q2 2026 in Review

Quad-Cities Investment Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $82.7K and bringing the position to 7,391 shares worth $637K. The position accounts for 0.23% of the portfolio, ranked #96.

Quad-Cities Investment Group first reported a position in VUG in Q2 2018 and has held it in 27 quarters since. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Quad-Cities Investment Group held 7,391 shares of Vanguard Morningstar Growth ETF worth $637K as of Q2 2026.
  • Quad-Cities Investment Group bought 983 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $82.7K.
  • Vanguard Morningstar Growth ETF made up 0.23% of Quad-Cities Investment Group's portfolio in Q2 2026, its #96 holding.
  • Quad-Cities Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 27 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.