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 Q3	$381K	Hold	4,224	–	–	0.31%	21
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MKD Wealth Coaches's VUG Position: Q3 2026 in Review

MKD Wealth Coaches held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,224 shares worth $381K. The position accounts for 0.31% of the portfolio, ranked #21.

MKD Wealth Coaches first reported a position in VUG in Q4 2018 and has held it in 18 quarters since. The position peaked at $695K in Q4 2025. 966 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

MKD Wealth Coaches held 4,224 shares of Vanguard Morningstar Growth ETF worth $381K as of Q3 2026.
MKD Wealth Coaches left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.31% of MKD Wealth Coaches's portfolio in Q3 2026, its #21 holding.
MKD Wealth Coaches first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 18 quarters since.
MKD Wealth Coaches's Vanguard Morningstar Growth ETF position peaked at $695K in Q4 2025.
966 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.