MKD Wealth Coaches’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MKD Wealth Coaches’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	$364K	Sell	4,224 -4,326	-51%	-$364K	0.31%	18
2026 Q1	$622K	Hold	8,550	–	–	0.61%	13
2025 Q4	$695K	Hold	8,550	–	–	0.7%	10
2025 Q3	$683K	Hold	8,550	–	–	0.68%	10
2025 Q2	$625K	Hold	8,550	–	–	0.66%	11
2025 Q1	$528K	Hold	8,550	–	–	0.6%	12
2024 Q4	$585K	Buy	+8,550	New	+$574K	0.59%	11
2021 Q4	$469K	Hold	8,778	–	–	0.64%	12
2021 Q3	$425K	Hold	8,778	–	–	0.67%	10
2021 Q2	$420K	Hold	8,778	–	–	0.67%	11
2021 Q1	$376K	Hold	8,778	–	–	0.64%	12
2020 Q4	$371K	Hold	8,778	–	–	0.59%	16
2020 Q3	$333K	Hold	8,778	–	–	0.48%	26
2020 Q2	$296K	Buy	+8,778	New	+$270K	0.37%	27
2019 Q3	–	Sell	-624	Closed	-$17K	–	204
2019 Q2	$17K	Hold	624	–	–	0.02%	134
2019 Q1	$16K	Hold	624	–	–	0.02%	128
2018 Q4	$14K	Buy	+624	New	+$15.1K	0.02%	121

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

MKD Wealth Coaches's VUG Position: Q2 2026 in Review

MKD Wealth Coaches reduced its Vanguard Morningstar Growth ETF (VUG) stake by 51% in Q2 2026, selling an estimated $364K and leaving 4,224 shares worth $364K. The position accounts for 0.31% of the portfolio, ranked #18.

MKD Wealth Coaches first reported a position in VUG in Q4 2018 and has held it in 17 quarters since. The position peaked at $695K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MKD Wealth Coaches held 4,224 shares of Vanguard Morningstar Growth ETF worth $364K as of Q2 2026.
MKD Wealth Coaches sold 4,326 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $364K.
Vanguard Morningstar Growth ETF made up 0.31% of MKD Wealth Coaches's portfolio in Q2 2026, its #18 holding.
MKD Wealth Coaches first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 17 quarters since.
MKD Wealth Coaches's Vanguard Morningstar Growth ETF position peaked at $695K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.