Members Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Members Wealth’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	$373K	Hold	4,036	–	–	0.19%	79
2026 Q2	$348K	Buy	4,036 +1	+0%	+$84	0.19%	84
2026 Q1	$335K	Buy	4,035 +3	+0.1%	+$233	0.2%	79
2025 Q4	$327K	Sell	4,032 -426	-10%	-$34.6K	0.21%	77
2025 Q3	$358K	Buy	+4,458	New	+$341K	0.23%	69
2025 Q1	$544K	Buy	8,796 +1,530	+21%	+$103K	0.41%	52
2024 Q4	$510K	Buy	+7,266	New	+$488K	0.38%	56
2024 Q2	$550K	Buy	+7,524	New	+$439K	0.37%	55

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Members Wealth's VUG Position: Q3 2026 in Review

Members Wealth held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,036 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #79.

Members Wealth first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $550K in Q2 2024. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Members Wealth held 4,036 shares of Vanguard Morningstar Growth ETF worth $373K as of Q3 2026.
Members Wealth left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.19% of Members Wealth's portfolio in Q3 2026, its #79 holding.
Members Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's Vanguard Morningstar Growth ETF position peaked at $550K in Q2 2024.
1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.