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

BKM 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	$2.81M	Sell	32,631 -11,805	-27%	-$993K	1%	26
2026 Q1	$3.24M	Buy	44,436 +4,506	+11%	+$351K	1.18%	22
2025 Q4	$3.25M	Buy	39,930 +3,540	+10%	+$287K	1.19%	23
2025 Q3	$2.91M	Buy	36,390 +1,374	+4%	+$105K	1.07%	24
2025 Q2	$2.56M	Buy	35,016 +1,104	+3%	+$72.7K	1%	26
2025 Q1	$2.1M	Buy	33,912 +1,224	+4%	+$82.5K	0.86%	35
2024 Q4	$2.24M	Sell	32,688 -1,452	-4%	-$97.5K	0.92%	28
2024 Q3	$2.18M	Buy	34,140 +966	+3%	+$59.9K	0.89%	28
2024 Q2	$2.07M	Buy	33,174 +2,148	+7%	+$125K	0.99%	28
2024 Q1	$1.78M	Sell	31,026 -720	-2%	-$39.6K	0.77%	38
2023 Q4	$1.64M	Buy	+31,746	New	+$1.53M	0.7%	34

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

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

BKM Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 27% in Q2 2026, selling an estimated $993K and leaving 32,631 shares worth $2.81M. The position accounts for 1% of the portfolio, ranked #26.

BKM Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

BKM Wealth Management held 32,631 shares of Vanguard Morningstar Growth ETF worth $2.81M as of Q2 2026.
BKM Wealth Management sold 11,805 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $993K.
Vanguard Morningstar Growth ETF made up 1% of BKM Wealth Management's portfolio in Q2 2026, its #26 holding.
BKM Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Vanguard Morningstar Growth ETF position peaked at $3.25M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.