Christensen King & Associates Investment Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Christensen King & Associates Investment Services’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	–	Sell	-7,242	Closed	-$527K	–	111
2026 Q1	$527K	Buy	7,242 +552	+8%	+$42.9K	0.23%	57
2025 Q4	$544K	Buy	6,690 +540	+9%	+$43.8K	0.23%	55
2025 Q3	$492K	Sell	6,150 -156	-2%	-$11.9K	0.21%	59
2025 Q2	$461K	Sell	6,306 -1,026	-14%	-$67.5K	0.21%	59
2025 Q1	$479K	Sell	7,332 -60	-0.8%	-$4.05K	0.23%	57
2024 Q4	$525K	Hold	7,392	–	–	0.25%	52
2024 Q3	$473K	Sell	7,392 -330	-4%	-$20.5K	0.22%	59
2024 Q2	$481K	Sell	7,722 -846	-10%	-$49.3K	0.24%	57
2024 Q1	$492K	Buy	8,568 +270	+3%	+$14.8K	0.25%	56
2023 Q4	$430K	Buy	+8,298	New	+$401K	0.23%	59

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Christensen King & Associates Investment Services's VUG Position: Q2 2026 in Review

Christensen King & Associates Investment Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 7,242 shares — an estimated $527K sold.

Christensen King & Associates Investment Services first reported a position in VUG in Q4 2023 and held it in 10 quarters. The position peaked at $544K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Christensen King & Associates Investment Services reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Christensen King & Associates Investment Services sold 7,242 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $527K.
Christensen King & Associates Investment Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 10 quarters.
Christensen King & Associates Investment Services's Vanguard Morningstar Growth ETF position peaked at $544K in Q4 2025.
1,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.