DMKC Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

DMKC Advisory Services’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	$5.53M	Buy	64,170 +45,114	+237%	+$3.8M	1.04%	22
2026 Q1	$1.39M	Sell	19,056 -690	-3%	-$53.7K	0.58%	54
2025 Q4	$1.61M	Buy	19,746 +3,000	+18%	+$243K	0.7%	54
2025 Q3	$1.34M	Buy	16,746 +3,432	+26%	+$262K	0.68%	55
2025 Q2	$994K	Buy	+13,314	New	+$877K	0.52%	54

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

DMKC Advisory Services's VUG Position: Q2 2026 in Review

DMKC Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 237% in Q2 2026, buying an estimated $3.8M and bringing the position to 64,170 shares worth $5.53M. The position accounts for 1.04% of the portfolio, ranked #22.

DMKC Advisory Services first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

DMKC Advisory Services held 64,170 shares of Vanguard Morningstar Growth ETF worth $5.53M as of Q2 2026.
DMKC Advisory Services bought 45,114 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.8M.
Vanguard Morningstar Growth ETF made up 1.04% of DMKC Advisory Services's portfolio in Q2 2026, its #22 holding.
DMKC Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.