McKinley Carter Wealth Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.06M | Sell |
105,153
-1,725
| -2% | -$145K | 0.47% | 55 |
|
|
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: Q2 2026 in Review
McKinley Carter Wealth Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, selling an estimated $145K and leaving 105,153 shares worth $9.06M. The position accounts for 0.47% of the portfolio, ranked #55.
McKinley Carter Wealth Services first reported a position in VUG in Q3 2015 and has held it in 31 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- McKinley Carter Wealth Services held 105,153 shares of Vanguard Morningstar Growth ETF worth $9.06M as of Q2 2026.
- McKinley Carter Wealth Services sold 1,725 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $145K.
- Vanguard Morningstar Growth ETF made up 0.47% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #55 holding.
- McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2015 and has held it in 31 quarters since.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.