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

Yoder 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 		$7.42M Sell
82,139
-1,559
-2% -$136K 2.8% 8
2026
Q2 		$7.23M Sell
83,698
-8,720
-9% -$734K 2.82% 8
2026
Q1 		$6.72M Sell
92,418
-12,912
-12% -$1M 3.06% 5
2025
Q4 		$8.55M Sell
105,330
-18,354
-15% -$1.49M 3.89% 3
2025
Q3 		$9.9M Sell
123,684
-1,086
-0.9% -$83K 4.67% 3
2025
Q2 		$9.1M Sell
124,770
-372
-0.3% -$24.5K 4.75% 3
2025
Q1 		$7.73M Sell
125,142
-1,620
-1% -$109K 4.35% 5
2024
Q4 		$8.66M Sell
126,762
-48
-0% -$3.22K 4.78% 3
2024
Q3 		$8.11M Sell
126,810
-342
-0.3% -$21.2K 4.87% 4
2024
Q2 		$7.92M Sell
127,152
-396
-0.3% -$23.1K 5.13% 4
2024
Q1 		$7.31M Sell
127,548
-3,684
-3% -$203K 4.77% 5
2023
Q4 		$6.8M Buy
131,232
+4,164
+3% +$201K 4.8% 5
2023
Q3 		$5.77M Sell
127,068
-660
-0.5% -$31.2K 4.76% 6
2023
Q2 		$6.02M Sell
127,728
-9,936
-7% -$431K 4.74% 6
2023
Q1 		$5.72M Buy
+137,664
New +$5.35M 4.76% 6

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

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

Yoder Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q3 2026, selling an estimated $136K and leaving 82,139 shares worth $7.42M. The position accounts for 2.8% of the portfolio, ranked #8.

Yoder Wealth Management first reported a position in VUG in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.9M in Q3 2025. 664 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Yoder Wealth Management held 82,139 shares of Vanguard Morningstar Growth ETF worth $7.42M as of Q3 2026.
  • Yoder Wealth Management sold 1,559 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $136K.
  • Vanguard Morningstar Growth ETF made up 2.8% of Yoder Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Yoder Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Vanguard Morningstar Growth ETF position peaked at $9.9M in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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