WMWM
VUG icon

Whitaker-Myers Wealth Managers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Whitaker-Myers Wealth Managers’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 		$571K Sell
6,335
-192
-3% -$16.8K 0.09% 82
2026
Q2 		$562K Buy
6,527
+47
+0.7% +$3.96K 0.09% 87
2026
Q1 		$472K Sell
6,480
-30
-0.5% -$2.33K 0.09% 85
2025
Q4 		$529K Sell
6,510
-168
-3% -$13.6K 0.11% 84
2025
Q3 		$534K Sell
6,678
-7,416
-53% -$567K 0.12% 85
2025
Q2 		$1.03M Sell
14,094
-8,586
-38% -$565K 0.26% 43
2025
Q1 		$1.4M Sell
22,680
-1,620
-7% -$109K 0.39% 29
2024
Q4 		$1.66M Sell
24,300
-4,464
-16% -$300K 0.48% 27
2024
Q3 		$1.84M Buy
28,764
+1,086
+4% +$67.3K 0.61% 24
2024
Q2 		$1.73M Sell
27,678
-3,612
-12% -$211K 0.64% 24
2024
Q1 		$1.79M Sell
31,290
-4,356
-12% -$240K 0.76% 21
2023
Q4 		$1.85M Sell
35,646
-11,334
-24% -$547K 0.92% 17
2023
Q3 		$2.13M Sell
46,980
-5,430
-10% -$256K 1.32% 14
2023
Q2 		$2.47M Sell
52,410
-2,346
-4% -$102K 1.66% 13
2023
Q1 		$2.28M Sell
54,756
-11,520
-17% -$448K 1.76% 14
2022
Q4 		$2.35M Buy
+66,276
New +$2.44M 2.26% 10

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VUG Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q3 2026, selling an estimated $16.8K and leaving 6,335 shares worth $571K. The position accounts for 0.09% of the portfolio, ranked #82.

Whitaker-Myers Wealth Managers first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.47M in Q2 2023. 343 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 6,335 shares of Vanguard Morningstar Growth ETF worth $571K as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 192 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $16.8K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #82 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Vanguard Morningstar Growth ETF position peaked at $2.47M in Q2 2023.
  • 343 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.