McDonough Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

McDonough Capital 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 Q1	$325K	Hold	4,470	–	–	0.18%	39
2025 Q4	$363K	Hold	4,470	–	–	0.18%	37
2025 Q3	$357K	Hold	4,470	–	–	0.18%	36
2025 Q2	$327K	Hold	4,470	–	–	0.18%	39
2025 Q1	$276K	Buy	4,470 +714	+19%	+$48.1K	0.18%	43
2024 Q4	$257K	Hold	3,756	–	–	0.16%	44
2024 Q3	$240K	Buy	+3,756	New	+$233K	0.17%	44
2022 Q4	–	Sell	-5,736	Closed	-$205K	–	42
2022 Q3	$205K	Buy	+5,736	New	+$231K	0.23%	38

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

McDonough Capital Management's VUG Position: Q1 2026 in Review

McDonough Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 4,470 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #39.

McDonough Capital Management first reported a position in VUG in Q3 2022 and has held it in 8 quarters since. The position peaked at $363K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

McDonough Capital Management held 4,470 shares of Vanguard Morningstar Growth ETF worth $325K as of Q1 2026.
McDonough Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.18% of McDonough Capital Management's portfolio in Q1 2026, its #39 holding.
McDonough Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 8 quarters since.
McDonough Capital Management's Vanguard Morningstar Growth ETF position peaked at $363K in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.