MKD Wealth Coaches’s Vanguard 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

MKD Wealth Coaches reduced its Vanguard 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. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MKD Wealth Coaches held 4,224 shares of Vanguard Growth ETF worth $364K as of Q2 2026.
MKD Wealth Coaches sold 4,326 Vanguard Growth ETF shares in Q2 2026, an estimated $364K.
Vanguard 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 Growth ETF in Q4 2018 and has held it in 17 quarters since.
MKD Wealth Coaches's Vanguard Growth ETF position peaked at $695K in Q4 2025.
836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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