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Kaydan Wealth Management’s Vanguard 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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kaydan Wealth Management's VUG Position: Q1 2026 in Review

Kaydan Wealth Management increased its Vanguard Growth ETF (VUG) stake by 1.8% in Q1 2026, buying an estimated $73.7K and bringing the position to 53,196 shares worth $3.87M. The position accounts for 1.3% of the portfolio, ranked #19.

Kaydan Wealth Management first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.25M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Kaydan Wealth Management held 53,196 shares of Vanguard Growth ETF worth $3.87M as of Q1 2026.
  • Kaydan Wealth Management bought 948 Vanguard Growth ETF shares in Q1 2026, an estimated $73.7K.
  • Vanguard Growth ETF made up 1.3% of Kaydan Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Kaydan Wealth Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Kaydan Wealth Management's Vanguard Growth ETF position peaked at $4.25M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.