MBE Wealth Management
VUG icon

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
Q3 		$608K Buy
6,743
+20
+0.3% +$1.75K 0.21% 66
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% -$8.76K 0.23% 60
2025
Q3 		$550K Sell
6,876
-78
-1% -$5.96K 0.24% 58
2025
Q2 		$508K Sell
6,954
-102
-1% -$6.72K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MBE Wealth Management's VUG Position: Q3 2026 in Review

MBE Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.3% in Q3 2026, buying an estimated $1.75K and bringing the position to 6,743 shares worth $608K. The position accounts for 0.21% of the portfolio, ranked #66.

MBE Wealth Management first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • MBE Wealth Management held 6,743 shares of Vanguard Morningstar Growth ETF worth $608K as of Q3 2026.
  • MBE Wealth Management bought 20 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.75K.
  • Vanguard Morningstar Growth ETF made up 0.21% of MBE Wealth Management's portfolio in Q3 2026, its #66 holding.
  • MBE Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.