M Holdings Securities’s Vanguard Morningstar Growth ETF VUG Stock Holding History

M Holdings Securities’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
2023 Q3	–	Sell	-31,500	Closed	-$1.49M	–	313
2023 Q2	$1.49M	Sell	31,500 -35,382	-53%	-$1.53M	0.31%	49
2023 Q1	$2.78M	Buy	+66,882	New	+$2.6M	0.29%	68

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

M Holdings Securities's VUG Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 501,990 shares — an estimated $8.39M sold.

M Holdings Securities first reported a position in VUG in Q4 2015 and held it in 29 quarters. The position peaked at $8.39M in Q1 2026. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

M Holdings Securities reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 501,990 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.39M.
M Holdings Securities first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and held it in 29 quarters.
M Holdings Securities's Vanguard Morningstar Growth ETF position peaked at $8.39M in Q1 2026.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.