Mtc Wealth Management LLC / VUG
Mtc Wealth Management LLC’s Vanguard Index Fds Position
Does Mtc Wealth Management LLC own Vanguard Index Fds (VUG)? Yes — 24.5K shares worth $11M (+5.09% of its 13F portfolio) as of Q1 2026, up from 17.3K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
24.5K
% of Portfolio
+5.09%
Quarters Held
19
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 24.5K | $11M | +5.09% |
| Q4 2025 | 17.3K | $8M | +3.96% |
| Q3 2025 | 18.0K | $9M | +4.03% |
| Q2 2025 | 18.5K | $8M | +3.90% |
| Q1 2025 | 19.1K | $7M | +3.48% |
| Q4 2024 | 6.1K | $3M | +1.21% |
| Q3 2024 | 6.3K | $2M | +1.09% |
| Q2 2024 | 6.6K | $2M | +1.17% |
| Q1 2024 | 6.7K | $2M | +1.06% |
| Q3 2023 | 7.4K | $2M | +0.99% |
| Q2 2023 | 8.5K | $2M | +1.17% |
| Q4 2022 | 10.3K | $2,190 | +1.16% |
| Q3 2022 | 10.3K | $2M | +1.25% |
| Q2 2022 | 11.1K | $2M | +1.32% |
| Q1 2022 | 15.0K | $4M | +1.47% |
| Q4 2021 | 14.2K | $5M | +1.64% |
| Q3 2021 | 14.0K | $4M | +1.56% |
| Q2 2021 | 13.5K | $4M | 0.00% |
| Q1 2021 | 12.8K | $3M | +1.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mtc Wealth Management LLC’s full portfolio or all institutional holders of VUG.