MW
VUG icon

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
Q2 		$348K Sell
4,036
-20,174
-83% -$1.7M 0.19% 84
2026
Q1 		$335K Buy
24,210
+20,178
+500% +$1.57M 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

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Members Wealth's VUG Position: Q2 2026 in Review

Members Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $1.7M and leaving 4,036 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #84.

Members Wealth first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. The position peaked at $550K in Q2 2024. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Members Wealth held 4,036 shares of Vanguard Morningstar Growth ETF worth $348K as of Q2 2026.
  • Members Wealth sold 20,174 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.7M.
  • Vanguard Morningstar Growth ETF made up 0.19% of Members Wealth's portfolio in Q2 2026, its #84 holding.
  • Members Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Members Wealth's Vanguard Morningstar Growth ETF position peaked at $550K in Q2 2024.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.