Yoder Wealth Management, Inc. VUG holdings history
VANGUARD MRNGSTAR GR ETF-SUI · CUSIP 922908736 · CIK 1973967
As of 2026-06-30, Yoder Wealth Management, Inc. reported 83.70K VUG (shares), valued at $7.23M, or 2.82% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 443.39%; reported value increased 7.59%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.82% | 83,698 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 3.06% | 15,403 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 3.89% | 17,555 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 4.67% | 20,614 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 4.75% | 20,795 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 4.35% | 20,857 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 4.78% | 21,127 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 4.87% | 21,135 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 5.13% | 21,192 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 4.77% | 21,258 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 4.80% | 21,872 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 4.76% | 21,178 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.76% | 21,178 | $5.77M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 4.80% | 21,872 | $6.80M | Shares increased 3.28%; reported value increased 17.85%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 4.77% | 21,258 | $7.31M | Shares decreased 2.81%; reported value increased 7.57%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 5.13% | 21,192 | $7.92M | Shares decreased 0.31%; reported value increased 8.30%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 4.87% | 21,135 | $8.11M | Shares decreased 0.27%; reported value increased 2.37%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 4.78% | 21,127 | $8.66M | Shares decreased 0.04%; reported value increased 6.84%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 4.35% | 20,857 | $7.73M | Shares decreased 1.28%; reported value decreased 10.78%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 4.75% | 20,795 | $9.10M | Shares decreased 0.30%; reported value increased 17.82%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 4.67% | 20,614 | $9.87M | Shares decreased 0.87%; reported value increased 8.42%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.89% | 17,555 | $8.55M | Shares decreased 14.84%; reported value decreased 13.40%, and weight changed -0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.06% | 15,403 | $6.72M | Shares decreased 12.26%; reported value decreased 21.44%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 2.82% | 83,698 | $7.23M | Shares increased 443.39%; reported value increased 7.59%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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