MOKAN Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MOKAN 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
2026 Q2	$2.32M	Buy	26,975 +1,313	+5%	+$110K	0.89%	34
2026 Q1	$1.87M	Sell	25,662 -114,570	-82%	-$8.91M	0.83%	34
2025 Q4	$11.4M	Buy	140,232 +58,032	+71%	+$4.71M	5.06%	5
2025 Q3	$6.57M	Buy	82,200 +27,054	+49%	+$2.07M	3.31%	8
2025 Q2	$4.03M	Sell	55,146 -23,226	-30%	-$1.53M	2.25%	13
2025 Q1	$4.84M	Buy	78,372 +10,662	+16%	+$719K	2.92%	10
2024 Q4	$4.63M	Buy	+67,710	New	+$4.55M	2.95%	10

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

MOKAN Wealth Management's VUG Position: Q2 2026 in Review

MOKAN Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.1% in Q2 2026, buying an estimated $110K and bringing the position to 26,975 shares worth $2.32M. The position accounts for 0.89% of the portfolio, ranked #34.

MOKAN Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

MOKAN Wealth Management held 26,975 shares of Vanguard Morningstar Growth ETF worth $2.32M as of Q2 2026.
MOKAN Wealth Management bought 1,313 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $110K.
Vanguard Morningstar Growth ETF made up 0.89% of MOKAN Wealth Management's portfolio in Q2 2026, its #34 holding.
MOKAN Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's Vanguard Morningstar Growth ETF position peaked at $11.4M in Q4 2025.
1,552 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.