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Kavar Capital Partners Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kavar Capital Partners Group’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 		$10.5M Buy
121,681
+10,183
+9% +$857K 1.29% 18
2026
Q1 		$8.12M Buy
111,498
+3,036
+3% +$236K 1.02% 29
2025
Q4 		$8.82M Buy
108,462
+8,406
+8% +$682K 1.22% 22
2025
Q3 		$8M Buy
100,056
+10,008
+11% +$765K 1.07% 27
2025
Q2 		$6.58M Buy
90,048
+10,092
+13% +$664K 0.95% 33
2025
Q1 		$4.94M Buy
79,956
+16,980
+27% +$1.14M 0.82% 39
2024
Q4 		$4.31M Buy
62,976
+8,562
+16% +$575K 0.73% 40
2024
Q3 		$3.48M Sell
54,414
-1,644
-3% -$102K 0.55% 54
2024
Q2 		$3.49M Sell
56,058
-720
-1% -$42K 0.63% 48
2024
Q1 		$3.26M Sell
56,778
-56,646
-50% -$3.11M 0.6% 50
2023
Q4 		$5.88M Buy
113,424
+57,000
+101% +$2.75M 0.66% 45
2023
Q3 		$2.56M Buy
56,424
+504
+0.9% +$23.8K 0.56% 55
2023
Q2 		$2.64M Sell
55,920
-2,178
-4% -$94.5K 0.56% 56
2023
Q1 		$2.42M Buy
58,098
+1,044
+2% +$40.6K 0.52% 58
2022
Q4 		$2.03M Buy
+57,054
New +$2.1M 0.47% 62
2019
Q3 		– Sell
-510
Closed -$14K – 451
2019
Q2 		$14K Buy
+510
New +$13.6K 0.01% 335
2018
Q3 		– Sell
-294
Closed -$7K – 379
2018
Q2 		$7K Buy
+294
New +$7.21K ﹤0.01% 351
2016
Q1 		– Sell
-2,400
Closed -$42K – 392
2015
Q4 		$42K Hold
2,400
– – 0.03% 182
2015
Q3 		$40K Hold
2,400
– – 0.03% 184
2015
Q2 		$42K Buy
+2,400
New +$43.6K 0.03% 192
2014
Q2 		– Sell
-30
Closed – – 442
2014
Q1 		$0 Hold
30
– – ﹤0.01% 574
2013
Q4 		$0 Buy
+30
New +$443 ﹤0.01% 520

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

Kavar Capital Partners Group's VUG Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.1% in Q2 2026, buying an estimated $857K and bringing the position to 121,681 shares worth $10.5M. The position accounts for 1.29% of the portfolio, ranked #18.

Kavar Capital Partners Group first reported a position in VUG in Q4 2013 and has held it in 22 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kavar Capital Partners Group held 121,681 shares of Vanguard Morningstar Growth ETF worth $10.5M as of Q2 2026.
  • Kavar Capital Partners Group bought 10,183 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $857K.
  • Vanguard Morningstar Growth ETF made up 1.29% of Kavar Capital Partners Group's portfolio in Q2 2026, its #18 holding.
  • Kavar Capital Partners Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 22 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.