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

MY 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 Q3	$278K	Hold	3,082	–	–	0.2%	36
2026 Q2	$265K	Sell	3,082 -644	-17%	-$54.2K	0.19%	40
2026 Q1	$230K	Buy	3,726 +300	+9%	+$23.3K	0.22%	24
2025 Q4	$279K	Hold	3,426	–	–	0.24%	29
2025 Q3	$274K	Hold	3,426	–	–	0.24%	28
2025 Q2	$250K	Sell	3,426 -300	-8%	-$19.8K	0.24%	27
2025 Q1	$230K	Hold	3,726	–	–	0.22%	24
2024 Q4	$255K	Sell	3,726 -84	-2%	-$5.64K	0.25%	24
2024 Q3	$244K	Buy	+3,810	New	+$236K	0.25%	24
2024 Q2	–	Sell	-3,810	Closed	-$219K	–	27
2024 Q1	$219K	Sell	3,810 -2,634	-41%	-$145K	0.24%	24
2023 Q4	$334K	Sell	6,444 -426	-6%	-$20.6K	0.31%	23
2023 Q3	$312K	Hold	6,870	–	–	0.31%	26
2023 Q2	$324K	Hold	6,870	–	–	0.3%	27
2023 Q1	$286K	Hold	6,870	–	–	0.29%	27
2022 Q4	$244K	Hold	6,870	–	–	0.37%	23
2022 Q3	$245K	Sell	6,870 -1,206	-15%	-$48.5K	0.26%	24
2022 Q2	$300K	Hold	8,076	–	–	0.32%	25
2022 Q1	$387K	Sell	8,076 -234	-3%	-$11.1K	0.36%	23
2021 Q4	$444K	Buy	+8,310	New	+$433K	0.39%	23

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MY Wealth Management's VUG Position: Q3 2026 in Review

MY Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,082 shares worth $278K. The position accounts for 0.2% of the portfolio, ranked #36.

MY Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $444K in Q4 2021. 1,979 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

MY Wealth Management held 3,082 shares of Vanguard Morningstar Growth ETF worth $278K as of Q3 2026.
MY Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.2% of MY Wealth Management's portfolio in Q3 2026, its #36 holding.
MY Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
MY Wealth Management's Vanguard Morningstar Growth ETF position peaked at $444K in Q4 2021.
1,979 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.