Kaydan Wealth Management
VUG icon

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

Kaydan 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
Q3 		$4.71M Sell
52,314
-1,179
-2% -$103K 1.62% 15
2026
Q2 		$4.61M Buy
53,493
+297
+0.6% +$25K 1.4% 18
2026
Q1 		$3.87M Buy
53,196
+948
+2% +$73.7K 1.3% 19
2025
Q4 		$4.25M Buy
52,248
+54
+0.1% +$4.38K 1.23% 16
2025
Q3 		$4.17M Buy
52,194
+3,300
+7% +$252K 1.19% 17
2025
Q2 		$3.57M Buy
48,894
+9,948
+26% +$655K 1.17% 19
2025
Q1 		$2.41M Buy
38,946
+1,932
+5% +$130K 0.77% 22
2024
Q4 		$2.53M Buy
37,014
+3,192
+9% +$214K 0.84% 20
2024
Q3 		$2.16M Buy
33,822
+2,388
+8% +$148K 0.64% 21
2024
Q2 		$1.96M Buy
31,434
+1,872
+6% +$109K 0.69% 23
2024
Q1 		$1.7M Buy
29,562
+2,898
+11% +$159K 0.58% 26
2023
Q4 		$1.38M Buy
26,664
+240
+0.9% +$11.6K 0.56% 28
2023
Q3 		$1.2M Sell
26,424
-282
-1% -$13.3K 0.48% 26
2023
Q2 		$1.26M Buy
26,706
+714
+3% +$31K 0.53% 24
2023
Q1 		$1.08M Buy
25,992
+1,254
+5% +$48.8K 0.44% 25
2022
Q4 		$879K Sell
24,738
-516
-2% -$19K 0.35% 30
2022
Q3 		$901K Sell
25,254
-822
-3% -$33K 0.5% 27
2022
Q2 		$969K Sell
26,076
-2,244
-8% -$92.2K 0.54% 27
2022
Q1 		$1.36M Sell
28,320
-468
-2% -$22.1K 0.6% 28
2021
Q4 		$1.54M Buy
+28,788
New +$1.5M 0.58% 27

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Kaydan Wealth Management's VUG Position: Q3 2026 in Review

Kaydan Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q3 2026, selling an estimated $103K and leaving 52,314 shares worth $4.71M. The position accounts for 1.62% of the portfolio, ranked #15.

Kaydan Wealth Management first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Kaydan Wealth Management held 52,314 shares of Vanguard Morningstar Growth ETF worth $4.71M as of Q3 2026.
  • Kaydan Wealth Management sold 1,179 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $103K.
  • Vanguard Morningstar Growth ETF made up 1.62% of Kaydan Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Kaydan Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.