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Kaufman Rossin Wealth’s Vanguard Growth ETF VUG Stock Holding History

Kaufman Rossin Wealth’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 		$348K Buy
4,005
+219
+6% +$18.4K 0.17% 69
2026
Q1 		$276K Buy
3,786
+132
+4% +$10.3K 0.16% 76
2025
Q4 		$297K Buy
3,654
+582
+19% +$47.2K 0.15% 107
2025
Q3 		$246K Buy
+3,072
New +$235K 0.13% 121

Other funds holding VUG

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

Kaufman Rossin Wealth's VUG Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Vanguard Growth ETF (VUG) stake by 5.8% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,005 shares worth $348K. The position accounts for 0.17% of the portfolio, ranked #69.

Kaufman Rossin Wealth first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kaufman Rossin Wealth held 4,005 shares of Vanguard Growth ETF worth $348K as of Q2 2026.
  • Kaufman Rossin Wealth bought 219 Vanguard Growth ETF shares in Q2 2026, an estimated $18.4K.
  • Vanguard Growth ETF made up 0.17% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #69 holding.
  • Kaufman Rossin Wealth first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.