Kane Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kane Investment 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	$2.13M	Sell	24,679 -701	-3%	-$59K	0.91%	25
2026 Q1	$1.85M	Sell	25,380 -3,924	-13%	-$305K	0.95%	24
2025 Q4	$2.38M	Buy	29,304 +636	+2%	+$51.6K	1.16%	18
2025 Q3	$2.29M	Buy	28,668 +1,182	+4%	+$90.3K	1.11%	18
2025 Q2	$2.01M	Sell	27,486 -2,454	-8%	-$162K	1.05%	19
2025 Q1	$1.85M	Sell	29,940 -6,318	-17%	-$426K	0.89%	19
2024 Q4	$2.48M	Buy	+36,258	New	+$2.44M	1.39%	11

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

Kane Investment Management's VUG Position: Q2 2026 in Review

Kane Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, selling an estimated $59K and leaving 24,679 shares worth $2.13M. The position accounts for 0.91% of the portfolio, ranked #25.

Kane Investment Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Kane Investment Management held 24,679 shares of Vanguard Morningstar Growth ETF worth $2.13M as of Q2 2026.
Kane Investment Management sold 701 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $59K.
Vanguard Morningstar Growth ETF made up 0.91% of Kane Investment Management's portfolio in Q2 2026, its #25 holding.
Kane Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Kane Investment Management's Vanguard Morningstar Growth ETF position peaked at $2.48M in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.