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 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	$9.87M	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%	-$3.23K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Yoder Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.4% in Q2 2026, selling an estimated $734K and leaving 83,698 shares worth $7.23M. The position accounts for 2.82% of the portfolio, ranked #8.

Yoder Wealth Management first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.87M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Yoder Wealth Management held 83,698 shares of Vanguard Morningstar Growth ETF worth $7.23M as of Q2 2026.
Yoder Wealth Management sold 8,720 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $734K.
Vanguard Morningstar Growth ETF made up 2.82% of Yoder Wealth Management's portfolio in Q2 2026, its #8 holding.
Yoder Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
Yoder Wealth Management's Vanguard Morningstar Growth ETF position peaked at $9.87M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.