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MBM Wealth Consultants’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MBM Wealth Consultants’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 		$57.4M Buy
666,368
+17,648
+3% +$1.48M 11.07% 1
2026
Q1 		$47.2M Buy
648,720
+14,178
+2% +$1.1M 10.84% 2
2025
Q4 		$51.6M Sell
634,542
-5,886
-0.9% -$478K 12.27% 1
2025
Q3 		$51.2M Sell
640,428
-47,544
-7% -$3.63M 12.71% 1
2025
Q2 		$50.3M Buy
687,972
+8,772
+1% +$578K 13.46% 1
2025
Q1 		$42M Buy
679,200
+2,316
+0.3% +$156K 12.4% 1
2024
Q4 		$46.2M Sell
676,884
-3,018
-0.4% -$203K 13.76% 1
2024
Q3 		$43.5M Buy
679,902
+6,600
+1% +$409K 13.72% 1
2024
Q2 		$43.6M Sell
673,302
-8,052
-1% -$470K 14.87% 1
2024
Q1 		$39.1M Sell
681,354
-864
-0.1% -$47.5K 13.75% 1
2023
Q4 		$37.1M Sell
682,218
-12,678
-2% -$612K 13.87% 1
2023
Q3 		$32.2M Sell
694,896
-9,756
-1% -$461K 14.01% 1
2023
Q2 		$33.5M Buy
704,652
+84,654
+14% +$3.67M 14.33% 1
2023
Q1 		$28.7M Hold
619,998
– – 11.7% 1
2022
Q4 		$21.9M Buy
619,998
+32,538
+6% +$1.2M 10.13% 2
2022
Q3 		$21.4M Buy
587,460
+59,496
+11% +$2.39M 10.34% 2
2022
Q2 		$19.6M Buy
527,964
+18,900
+4% +$776K 9.59% 2
2022
Q1 		$24.4M Buy
509,064
+44,910
+10% +$2.12M 10.13% 1
2021
Q4 		$24.8M Buy
464,154
+21,372
+5% +$1.11M 10.3% 1
2021
Q3 		$21.4M Buy
442,782
+1,080
+0.2% +$53.7K 9.78% 1
2021
Q2 		$21.1M Buy
441,702
+15,132
+4% +$687K 9.91% 1
2021
Q1 		$18.3M Buy
426,570
+4,806
+1% +$206K 9.28% 1
2020
Q4 		$17.8M Buy
421,764
+13,818
+3% +$552K 9.7% 1
2020
Q3 		$15.5M Buy
407,946
+8,688
+2% +$321K 9.88% 1
2020
Q2 		$13.4M Buy
399,258
+96,672
+32% +$2.97M 9.48% 1
2020
Q1 		$7.9M Buy
302,586
+3,918
+1% +$117K 6.54% 4
2019
Q4 		$9.07M Sell
298,668
-7,290
-2% -$211K 6.72% 1
2019
Q3 		$8.48M Buy
305,958
+8,586
+3% +$238K 6.66% 1
2019
Q2 		$8.18M Buy
297,372
+4,140
+1% +$111K 6.8% 1
2019
Q1 		$7.64M Buy
293,232
+4,164
+1% +$103K 6.7% 2
2018
Q4 		$6.47M Buy
+289,068
New +$7M 6.31% 2

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

MBM Wealth Consultants's VUG Position: Q2 2026 in Review

MBM Wealth Consultants increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, buying an estimated $1.48M and bringing the position to 666,368 shares worth $57.4M. The position accounts for 11.07% of the portfolio, ranked #1.

MBM Wealth Consultants first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • MBM Wealth Consultants held 666,368 shares of Vanguard Morningstar Growth ETF worth $57.4M as of Q2 2026.
  • MBM Wealth Consultants bought 17,648 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Morningstar Growth ETF made up 11.07% of MBM Wealth Consultants's portfolio in Q2 2026, its #1 holding.
  • MBM Wealth Consultants first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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