BKM Wealth Management
VUG icon

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
Q3 		$4.22M Buy
46,834
+14,203
+44% +$1.24M 1.36% 21
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

BKM Wealth Management's VUG Position: Q3 2026 in Review

BKM Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 44% in Q3 2026, buying an estimated $1.24M and bringing the position to 46,834 shares worth $4.22M. The position accounts for 1.36% of the portfolio, ranked #21.

BKM Wealth Management first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • BKM Wealth Management held 46,834 shares of Vanguard Morningstar Growth ETF worth $4.22M as of Q3 2026.
  • BKM Wealth Management bought 14,203 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.24M.
  • Vanguard Morningstar Growth ETF made up 1.36% of BKM Wealth Management's portfolio in Q3 2026, its #21 holding.
  • BKM Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.