MWM
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MBE Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MBE Wealth Management’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 		$579K Sell
6,723
-33
-0.5% -$2.78K 0.2% 68
2026
Q1 		$492K Sell
6,756
-12
-0.2% -$934 0.2% 67
2025
Q4 		$550K Sell
6,768
-108
-2% -$8.77K 0.23% 60
2025
Q3 		$550K Sell
6,876
-78
-1% -$5.96K 0.24% 58
2025
Q2 		$508K Sell
6,954
-102
-1% -$6.71K 0.22% 59
2025
Q1 		$436K Sell
7,056
-90
-1% -$6.07K 0.21% 62
2024
Q4 		$489K Sell
7,146
-354
-5% -$23.8K 0.28% 47
2024
Q3 		$480K Sell
7,500
-60
-0.8% -$3.72K 0.26% 54
2024
Q2 		$471K Sell
7,560
-6
-0.1% -$350 0.29% 47
2024
Q1 		$434K Hold
7,566
– – 0.27% 55
2023
Q4 		$392K Buy
7,566
+324
+4% +$15.6K 0.2% 57
2023
Q3 		$329K Hold
7,242
– – 0.19% 56
2023
Q2 		$341K Sell
7,242
-150
-2% -$6.5K 0.18% 56
2023
Q1 		$307K Sell
7,392
-474
-6% -$18.4K 0.18% 56
2022
Q4 		$279K Buy
7,866
+120
+2% +$4.41K 0.18% 53
2022
Q3 		$276K Buy
7,746
+150
+2% +$6.03K 0.2% 48
2022
Q2 		$282K Sell
7,596
-144
-2% -$5.92K 0.2% 49
2022
Q1 		$371K Sell
7,740
-192
-2% -$9.08K 0.22% 38
2021
Q4 		$424K Sell
7,932
-180
-2% -$9.38K 0.22% 35
2021
Q3 		$392K Sell
8,112
-174
-2% -$8.66K 0.2% 34
2021
Q2 		$396K Sell
8,286
-96
-1% -$4.36K 0.21% 34
2021
Q1 		$359K Buy
8,382
+1,164
+16% +$49.8K 0.19% 41
2020
Q4 		$304K Buy
+7,218
New +$288K 0.21% 40
2020
Q2 		– Sell
-5,868
Closed -$153K – 514
2020
Q1 		$153K Buy
+5,868
New +$176K 0.15% 51

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

MBE Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.49% in Q2 2026, selling an estimated $2.78K and leaving 6,723 shares worth $579K. The position accounts for 0.2% of the portfolio, ranked #68.

MBE Wealth Management first reported a position in VUG in Q1 2020 and has held it in 24 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • MBE Wealth Management held 6,723 shares of Vanguard Morningstar Growth ETF worth $579K as of Q2 2026.
  • MBE Wealth Management sold 33 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.78K.
  • Vanguard Morningstar Growth ETF made up 0.2% of MBE Wealth Management's portfolio in Q2 2026, its #68 holding.
  • MBE Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.