M Wealth Management LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

M Wealth Management LLC’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 Q3	$802K	Buy	8,904 +138	+2%	+$12.1K	0.62%	25
2026 Q2	$755K	Buy	8,766 +6	+0.1%	+$505	0.59%	26
2026 Q1	$637K	Buy	8,760 +12	+0.1%	+$934	0.54%	29
2025 Q4	$711K	Buy	8,748 +18	+0.2%	+$1.46K	0.62%	24
2025 Q3	$698K	Buy	8,730 +12	+0.1%	+$917	0.61%	24
2025 Q2	$637K	Hold	8,718	–	–	0.59%	25
2025 Q1	$539K	Buy	8,718 +12	+0.1%	+$809	0.5%	27
2024 Q4	$596K	Buy	+8,706	New	+$585K	0.54%	24

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

M Wealth Management LLC's VUG Position: Q3 2026 in Review

M Wealth Management LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q3 2026, buying an estimated $12.1K and bringing the position to 8,904 shares worth $802K. The position accounts for 0.62% of the portfolio, ranked #25.

M Wealth Management LLC first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 968 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

M Wealth Management LLC held 8,904 shares of Vanguard Morningstar Growth ETF worth $802K as of Q3 2026.
M Wealth Management LLC bought 138 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $12.1K.
Vanguard Morningstar Growth ETF made up 0.62% of M Wealth Management LLC's portfolio in Q3 2026, its #25 holding.
M Wealth Management LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
968 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.