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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
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

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

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

Kaydan Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.56% in Q2 2026, buying an estimated $25K and bringing the position to 53,493 shares worth $4.61M. The position accounts for 1.4% of the portfolio, ranked #18.

Kaydan Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kaydan Wealth Management held 53,493 shares of Vanguard Morningstar Growth ETF worth $4.61M as of Q2 2026.
  • Kaydan Wealth Management bought 297 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $25K.
  • Vanguard Morningstar Growth ETF made up 1.4% of Kaydan Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Kaydan Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.