BKM Wealth Management’s Vanguard 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 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 $1.37T 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

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

BKM Wealth Management increased its Vanguard Growth ETF (VUG) stake by 11% in Q1 2026, buying an estimated $351K and bringing the position to 44,436 shares worth $3.24M. The position accounts for 1.18% of the portfolio, ranked #22.

BKM Wealth Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.25M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

BKM Wealth Management held 44,436 shares of Vanguard Growth ETF worth $3.24M as of Q1 2026.
BKM Wealth Management bought 4,506 Vanguard Growth ETF shares in Q1 2026, an estimated $351K.
Vanguard Growth ETF made up 1.18% of BKM Wealth Management's portfolio in Q1 2026, its #22 holding.
BKM Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Vanguard Growth ETF position peaked at $3.25M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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