MWM
VUG icon

MGB Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

MGB Wealth 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
2025
Q4 		$851K Buy
10,464
+2,382
+29% +$193K 0.24% 87
2025
Q3 		$646K Buy
8,082
+2,238
+38% +$171K 0.18% 108
2025
Q2 		$427K Buy
5,844
+1,164
+25% +$76.6K 0.14% 137
2025
Q1 		$289K Sell
4,680
-50,250
-91% -$3.39M 0.1% 171
2024
Q4 		$3.78M Buy
54,930
+1,254
+2% +$84.2K 1.17% 9
2024
Q3 		$3.43M Buy
53,676
+1,254
+2% +$77.7K 1.24% 10
2024
Q2 		$3.36M Sell
52,422
-168
-0.3% -$9.8K 1.26% 12
2024
Q1 		$3.02M Hold
52,590
– – 1.23% 13
2023
Q4 		$2.72M Buy
+52,590
New +$2.54M 1.37% 13

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MGB Wealth Management's VUG Position: Q4 2025 in Review

MGB Wealth Management increased its Vanguard Growth ETF (VUG) stake by 29% in Q4 2025, buying an estimated $193K and bringing the position to 10,464 shares worth $851K. The position accounts for 0.24% of the portfolio, ranked #87.

MGB Wealth Management first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.78M in Q4 2024. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • MGB Wealth Management held 10,464 shares of Vanguard Growth ETF worth $851K as of Q4 2025.
  • MGB Wealth Management bought 2,382 Vanguard Growth ETF shares in Q4 2025, an estimated $193K.
  • Vanguard Growth ETF made up 0.24% of MGB Wealth Management's portfolio in Q4 2025, its #87 holding.
  • MGB Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Vanguard Growth ETF position peaked at $3.78M in Q4 2024.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.