Martel Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $125M | Buy |
1,452,410
+41,306
| +3% | +$3.48M | 19.68% | 2 |
|
|
2026
Q1 | $103M | Buy |
1,411,104
+37,932
| +3% | +$2.95M | 17.49% | 3 |
|
|
2025
Q4 | $112M | Sell |
1,373,172
-4,650
| -0.3% | -$377K | 19.07% | 2 |
|
|
2025
Q3 | $110M | Sell |
1,377,822
-19,218
| -1% | -$1.47M | 19.29% | 2 |
|
|
2025
Q2 | $102M | Buy |
1,397,040
+21,918
| +2% | +$1.44M | 18.92% | 2 |
|
|
2025
Q1 | $85M | Sell |
1,375,122
-37,920
| -3% | -$2.56M | 16.93% | 3 |
|
|
2024
Q4 | $96.7M | Buy |
1,413,042
+14,886
| +1% | +$1M | 18.88% | 1 |
|
|
2024
Q3 | $89.3M | Sell |
1,398,156
-41,982
| -3% | -$2.6M | 18.27% | 2 |
|
|
2024
Q2 | $89.8M | Sell |
1,440,138
-48,522
| -3% | -$2.83M | 19.26% | 2 |
|
|
2024
Q1 | $85.4M | Sell |
1,488,660
-61,062
| -4% | -$3.36M | 18.52% | 2 |
|
|
2023
Q4 | $80.3M | Sell |
1,549,722
-19,692
| -1% | -$951K | 18.24% | 2 |
|
|
2023
Q3 | $71.2M | Sell |
1,569,414
-32,964
| -2% | -$1.56M | 17.72% | 2 |
|
|
2023
Q2 | $75.6M | Sell |
1,602,378
-52,998
| -3% | -$2.3M | 18.32% | 2 |
|
|
2023
Q1 | $68.8M | Buy |
1,655,376
+42,666
| +3% | +$1.66M | 17.56% | 2 |
|
|
2022
Q4 | $57.3M | Buy |
1,612,710
+104,964
| +7% | +$3.86M | 15.53% | 3 |
|
|
2022
Q3 | $53.8M | Buy |
1,507,746
+26,682
| +2% | +$1.07M | 15.4% | 3 |
|
|
2022
Q2 | $55M | Buy |
1,481,064
+68,886
| +5% | +$2.83M | 15.03% | 3 |
|
|
2022
Q1 | $67.7M | Buy |
1,412,178
+31,842
| +2% | +$1.51M | 16.46% | 2 |
|
|
2021
Q4 | $73.8M | Sell |
1,380,336
-8,532
| -0.6% | -$444K | 17.47% | 2 |
|
|
2021
Q3 | $67.2M | Sell |
1,388,868
-42,696
| -3% | -$2.12M | 16.89% | 2 |
|
|
2021
Q2 | $68.4M | Buy |
1,431,564
+52,734
| +4% | +$2.39M | 17.22% | 2 |
|
|
2021
Q1 | $59.1M | Sell |
1,378,830
-20,826
| -1% | -$891K | 16.36% | 2 |
|
|
2020
Q4 | $59.1M | Sell |
1,399,656
-51,960
| -4% | -$2.07M | 17.11% | 2 |
|
|
2020
Q3 | $55.1M | Sell |
1,451,616
-51,012
| -3% | -$1.88M | 17.87% | 2 |
|
|
2020
Q2 | $50.6M | Sell |
1,502,628
-39,420
| -3% | -$1.21M | 17.54% | 2 |
|
|
2020
Q1 | $40.3M | Sell |
1,542,048
-14,250
| -0.9% | -$427K | 15.71% | 2 |
|
|
2019
Q4 | $47.3M | Sell |
1,556,298
-23,082
| -1% | -$667K | 16.27% | 2 |
|
|
2019
Q3 | $43.8M | Sell |
1,579,380
-1,758
| -0.1% | -$48.8K | 15.8% | 2 |
|
|
2019
Q2 | $43.1M | Sell |
1,581,138
-19,098
| -1% | -$510K | 15.69% | 2 |
|
|
2019
Q1 | $41.7M | Buy |
1,600,236
+13,782
| +0.9% | +$340K | 15.69% | 2 |
|
|
2018
Q4 | $35.5M | Buy |
1,586,454
+7,044
| +0.4% | +$171K | 14.59% | 2 |
|
|
2018
Q3 | $42.4M | Buy |
+1,579,410
| New | +$41.3M | 16.15% | 2 |
|
Other funds holding VUG
EWA
Martel Wealth Advisors's VUG Position: Q2 2026 in Review
Martel Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $3.48M and bringing the position to 1,452,410 shares worth $125M. The position accounts for 19.68% of the portfolio, ranked #2.
Martel Wealth Advisors first reported a position in VUG in Q3 2018 and has held it in 32 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Martel Wealth Advisors held 1,452,410 shares of Vanguard Morningstar Growth ETF worth $125M as of Q2 2026.
- Martel Wealth Advisors bought 41,306 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.48M.
- Vanguard Morningstar Growth ETF made up 19.68% of Martel Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Martel Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and has held it in 32 quarters since.
- 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.