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Kassira Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kassira 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
Q2 		$8.66M Sell
100,490
-11,008
-10% -$926K 6.94% 3
2026
Q1 		$8.12M Sell
111,498
-1,992
-2% -$155K 7.46% 3
2025
Q4 		$9.23M Sell
113,490
-10,152
-8% -$824K 8.75% 2
2025
Q3 		$9.88M Buy
+123,642
New +$9.45M 9.52% 1

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Kassira Wealth Management's VUG Position: Q2 2026 in Review

Kassira Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.9% in Q2 2026, selling an estimated $926K and leaving 100,490 shares worth $8.66M. The position accounts for 6.94% of the portfolio, ranked #3.

Kassira Wealth Management first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.88M in Q3 2025. 2,883 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kassira Wealth Management held 100,490 shares of Vanguard Morningstar Growth ETF worth $8.66M as of Q2 2026.
  • Kassira Wealth Management sold 11,008 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $926K.
  • Vanguard Morningstar Growth ETF made up 6.94% of Kassira Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Kassira Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Kassira Wealth Management's Vanguard Morningstar Growth ETF position peaked at $9.88M in Q3 2025.
  • 2,883 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.