M Wealth Management LLC’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

M Wealth Management LLC's VUG Position: Q1 2026 in Review

M Wealth Management LLC increased its Vanguard Growth ETF (VUG) stake by 0.14% in Q1 2026, buying an estimated $934 and bringing the position to 8,760 shares worth $637K. The position accounts for 0.54% of the portfolio, ranked #29.

M Wealth Management LLC first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $711K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

M Wealth Management LLC held 8,760 shares of Vanguard Growth ETF worth $637K as of Q1 2026.
M Wealth Management LLC bought 12 Vanguard Growth ETF shares in Q1 2026, an estimated $934.
Vanguard Growth ETF made up 0.54% of M Wealth Management LLC's portfolio in Q1 2026, its #29 holding.
M Wealth Management LLC first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
M Wealth Management LLC's Vanguard Growth ETF position peaked at $711K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.