KF
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K2 Financial’s Vanguard Growth ETF VUG Stock Holding History

K2 Financial’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 		$2.85M Sell
32,866
-163,382
-83% -$13.7M 2.01% 17
2026
Q1 		$2.72M Buy
196,248
+164,064
+510% +$12.8M 1.97% 17
2025
Q4 		$2.62M Sell
32,184
-780
-2% -$63.3K 2.02% 17
2025
Q3 		$2.64M Sell
32,964
-282
-0.8% -$21.5K 2.12% 16
2025
Q2 		$2.46M Buy
33,246
+150
+0.5% +$9.88K 2.17% 15
2025
Q1 		$1.89M Sell
33,096
-2,280
-6% -$154K 1.85% 19
2024
Q4 		$2.39M Buy
+35,376
New +$2.38M 2.38% 15

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

K2 Financial's VUG Position: Q2 2026 in Review

K2 Financial reduced its Vanguard Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $13.7M and leaving 32,866 shares worth $2.85M. The position accounts for 2.01% of the portfolio, ranked #17.

K2 Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 903 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • K2 Financial held 32,866 shares of Vanguard Growth ETF worth $2.85M as of Q2 2026.
  • K2 Financial sold 163,382 Vanguard Growth ETF shares in Q2 2026, an estimated $13.7M.
  • Vanguard Growth ETF made up 2.01% of K2 Financial's portfolio in Q2 2026, its #17 holding.
  • K2 Financial first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 903 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.