McKinley Carter Wealth Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.78M | Sell |
106,878
-1,260
| -1% | -$98K | 0.45% | 59 |
|
|
2025
Q4 | $8.79M | Sell |
108,138
-2,712
| -2% | -$220K | 0.49% | 49 |
|
|
2025
Q3 | $8.86M | Sell |
110,850
-492
| -0.4% | -$37.6K | 0.46% | 50 |
|
|
2025
Q2 | $8.14M | Sell |
111,342
-60
| -0.1% | -$3.95K | 0.45% | 51 |
|
|
2025
Q1 | $6.89M | Sell |
111,402
-1,662
| -1% | -$112K | 0.42% | 51 |
|
|
2024
Q4 | $7.73M | Sell |
113,064
-3,240
| -3% | -$218K | 0.47% | 50 |
|
|
2024
Q3 | $7.44M | Sell |
116,304
-372
| -0.3% | -$23.1K | 0.45% | 50 |
|
|
2024
Q2 | $7.27M | Sell |
116,676
-1,110
| -0.9% | -$64.7K | 0.46% | 53 |
|
|
2024
Q1 | $6.76M | Sell |
117,786
-2,724
| -2% | -$150K | 0.45% | 54 |
|
|
2023
Q4 | $6.24M | Sell |
120,510
-1,494
| -1% | -$72.1K | 0.46% | 54 |
|
|
2023
Q3 | $5.54M | Sell |
122,004
-5,610
| -4% | -$265K | 0.44% | 52 |
|
|
2023
Q2 | $6.02M | Sell |
127,614
-2,004
| -2% | -$86.9K | 0.45% | 50 |
|
|
2023
Q1 | $5.39M | Buy |
129,618
+144
| +0.1% | +$5.6K | 0.42% | 52 |
|
|
2022
Q4 | $4.6M | Sell |
129,474
-2,700
| -2% | -$99.3K | 0.39% | 55 |
|
|
2022
Q3 | $4.71M | Sell |
132,174
-4,278
| -3% | -$172K | 0.44% | 51 |
|
|
2022
Q2 | $5.07M | Sell |
136,452
-4,548
| -3% | -$187K | 0.45% | 47 |
|
|
2022
Q1 | $6.76M | Sell |
141,000
-10,128
| -7% | -$479K | 0.53% | 38 |
|
|
2021
Q4 | $8.08M | Sell |
151,128
-17,484
| -10% | -$911K | 0.6% | 37 |
|
|
2021
Q3 | $8.15M | Sell |
168,612
-1,854
| -1% | -$92.3K | 0.67% | 33 |
|
|
2021
Q2 | $8.15M | Sell |
170,466
-11,016
| -6% | -$500K | 0.67% | 29 |
|
|
2021
Q1 | $7.77M | Sell |
181,482
-2,430
| -1% | -$104K | 0.66% | 29 |
|
|
2020
Q4 | $7.77M | Buy |
+183,912
| New | +$7.34M | 1.02% | 17 |
|
|
2020
Q1 | – | Sell |
-48,552
| Closed | -$1.47M | – | 186 |
|
|
2019
Q4 | $1.47M | Buy |
48,552
+516
| +1% | +$14.9K | 0.34% | 65 |
|
|
2019
Q3 | $1.33M | Buy |
48,036
+3,516
| +8% | +$97.5K | 0.34% | 67 |
|
|
2019
Q2 | $1.21M | Buy |
44,520
+24
| +0.1% | +$641 | 0.33% | 64 |
|
|
2019
Q1 | $1.16M | Hold |
44,496
| – | – | 0.33% | 66 |
|
|
2018
Q4 | $996K | Buy |
+44,496
| New | +$1.08M | 0.33% | 69 |
|
|
2018
Q2 | – | Sell |
-2,070
| Closed | -$49K | – | 384 |
|
|
2018
Q1 | $49K | Buy |
+2,070
| New | +$50.5K | 0.02% | 261 |
|
|
2016
Q1 | – | Sell |
-55,302
| Closed | -$981K | – | 130 |
|
|
2015
Q4 | $981K | Buy |
55,302
+42
| +0.1% | +$752 | 0.56% | 50 |
|
|
2015
Q3 | $924K | Buy |
+55,260
| New | +$979K | 0.58% | 51 |
|
Other funds holding VUG
EWA
McKinley Carter Wealth Services's VUG Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its Vanguard Growth ETF (VUG) stake by 1.2% in Q1 2026, selling an estimated $98K and leaving 106,878 shares worth $7.78M. The position accounts for 0.45% of the portfolio, ranked #59.
McKinley Carter Wealth Services first reported a position in VUG in Q3 2015 and has held it in 30 quarters since. The position peaked at $8.86M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- McKinley Carter Wealth Services held 106,878 shares of Vanguard Growth ETF worth $7.78M as of Q1 2026.
- McKinley Carter Wealth Services sold 1,260 Vanguard Growth ETF shares in Q1 2026, an estimated $98K.
- Vanguard Growth ETF made up 0.45% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #59 holding.
- McKinley Carter Wealth Services first reported a position in Vanguard Growth ETF in Q3 2015 and has held it in 30 quarters since.
- McKinley Carter Wealth Services's Vanguard Growth ETF position peaked at $8.86M in Q3 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.