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 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

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 Wealth Management LLC's VUG Position: Q2 2026 in Review

M Wealth Management LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $505 and bringing the position to 8,766 shares worth $755K. The position accounts for 0.59% of the portfolio, ranked #26.

M Wealth Management LLC first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

M Wealth Management LLC held 8,766 shares of Vanguard Morningstar Growth ETF worth $755K as of Q2 2026.
M Wealth Management LLC bought 6 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $505.
Vanguard Morningstar Growth ETF made up 0.59% of M Wealth Management LLC's portfolio in Q2 2026, its #26 holding.
M Wealth Management LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.