MilWealth Group’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 | $2.97M | Sell |
34,518
-24
| -0.1% | -$2.02K | 0.63% | 13 |
|
|
2026
Q1 | $2.51M | Sell |
34,542
-222
| -0.6% | -$17.3K | 0.6% | 13 |
|
|
2025
Q4 | $2.83M | Sell |
34,764
-42
| -0.1% | -$3.41K | 0.67% | 13 |
|
|
2025
Q3 | $2.78M | Sell |
34,806
-204
| -0.6% | -$15.6K | 0.68% | 13 |
|
|
2025
Q2 | $2.56M | Hold |
35,010
| – | – | 0.66% | 13 |
|
|
2025
Q1 | $2.16M | Sell |
35,010
-66
| -0.2% | -$4.45K | 0.6% | 13 |
|
|
2024
Q4 | $2.4M | Sell |
35,076
-408
| -1% | -$27.4K | 0.65% | 13 |
|
|
2024
Q3 | $2.27M | Sell |
35,484
-12
| -0% | -$744 | 0.67% | 13 |
|
|
2024
Q2 | $2.21M | Sell |
35,496
-1,284
| -3% | -$74.9K | 0.7% | 13 |
|
|
2024
Q1 | $2.11M | Sell |
36,780
-1,152
| -3% | -$63.3K | 0.67% | 14 |
|
|
2023
Q4 | $1.97M | Sell |
37,932
-1,404
| -4% | -$67.8K | 0.65% | 15 |
|
|
2023
Q3 | $1.79M | Sell |
39,336
-1,092
| -3% | -$51.6K | 0.7% | 13 |
|
|
2023
Q2 | $1.91M | Sell |
40,428
-714
| -2% | -$31K | 0.74% | 13 |
|
|
2023
Q1 | $1.71M | Hold |
41,142
| – | – | 0.68% | 13 |
|
|
2022
Q4 | $1.46M | Sell |
41,142
-438
| -1% | -$16.1K | 0.6% | 13 |
|
|
2022
Q3 | $1.48M | Sell |
41,580
-3,582
| -8% | -$144K | 0.65% | 13 |
|
|
2022
Q2 | $1.68M | Sell |
45,162
-792
| -2% | -$32.5K | 0.72% | 15 |
|
|
2022
Q1 | $2.2M | Sell |
45,954
-690
| -1% | -$32.6K | 0.84% | 13 |
|
|
2021
Q4 | $2.49M | Sell |
46,644
-636
| -1% | -$33.1K | 0.92% | 14 |
|
|
2021
Q3 | $2.29M | Buy |
47,280
+9,882
| +26% | +$492K | 0.88% | 13 |
|
|
2021
Q2 | $1.79M | Sell |
37,398
-336
| -0.9% | -$15.3K | 0.78% | 12 |
|
|
2021
Q1 | $1.62M | Sell |
37,734
-1,824
| -5% | -$78K | 0.78% | 11 |
|
|
2020
Q4 | $1.67M | Sell |
39,558
-1,932
| -5% | -$77.1K | 0.83% | 11 |
|
|
2020
Q3 | $1.57M | Sell |
41,490
-1,938
| -4% | -$71.6K | 0.87% | 11 |
|
|
2020
Q2 | $1.46M | Buy |
43,428
+12
| +0% | +$369 | 0.87% | 11 |
|
|
2020
Q1 | $1.13M | Buy |
43,416
+4,302
| +11% | +$129K | 0.88% | 12 |
|
|
2019
Q4 | $1.19M | Sell |
39,114
-1,608
| -4% | -$46.4K | 0.93% | 10 |
|
|
2019
Q3 | $1.13M | Sell |
40,722
-1,272
| -3% | -$35.3K | 0.95% | 10 |
|
|
2019
Q2 | $1.14M | Sell |
41,994
-1,770
| -4% | -$47.3K | 0.97% | 10 |
|
|
2019
Q1 | $1.14M | Sell |
43,764
-960
| -2% | -$23.7K | 1.02% | 10 |
|
|
2018
Q4 | $1M | Buy |
+44,724
| New | +$1.08M | 0.97% | 11 |
|
Other funds holding VUG
EWA
MilWealth Group's VUG Position: Q2 2026 in Review
MilWealth Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, selling an estimated $2.02K and leaving 34,518 shares worth $2.97M. The position accounts for 0.63% of the portfolio, ranked #13.
MilWealth Group first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- MilWealth Group held 34,518 shares of Vanguard Morningstar Growth ETF worth $2.97M as of Q2 2026.
- MilWealth Group sold 24 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.02K.
- Vanguard Morningstar Growth ETF made up 0.63% of MilWealth Group's portfolio in Q2 2026, its #13 holding.
- MilWealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 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 MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.