Yoder Wealth Management’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Yoder Wealth Management's VUG Position: Q1 2026 in Review

Yoder Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 12% in Q1 2026, selling an estimated $1M and leaving 92,418 shares worth $6.72M. The position accounts for 3.06% of the portfolio, ranked #5.

Yoder Wealth Management first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.87M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Yoder Wealth Management held 92,418 shares of Vanguard Growth ETF worth $6.72M as of Q1 2026.
Yoder Wealth Management sold 12,912 Vanguard Growth ETF shares in Q1 2026, an estimated $1M.
Vanguard Growth ETF made up 3.06% of Yoder Wealth Management's portfolio in Q1 2026, its #5 holding.
Yoder Wealth Management first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Vanguard Growth ETF position peaked at $9.87M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.