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KCM Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

KCM Investment Advisors’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 Sell
53,463
-5,301
-9% -$446K 0.14% 99
2026
Q1 		$4.28M Buy
58,764
+186
+0.3% +$14.5K 0.14% 103
2025
Q4 		$4.76M Buy
58,578
+3,216
+6% +$261K 0.15% 99
2025
Q3 		$4.43M Sell
55,362
-15,258
-22% -$1.17M 0.14% 104
2025
Q2 		$5.16M Buy
70,620
+3,126
+5% +$206K 0.17% 90
2025
Q1 		$4.17M Sell
67,494
-48
-0.1% -$3.24K 0.15% 103
2024
Q4 		$4.62M Buy
67,542
+1,050
+2% +$70.5K 0.16% 100
2024
Q3 		$4.25M Buy
66,492
+1,356
+2% +$84K 0.14% 109
2024
Q2 		$4.06M Sell
65,136
-4,596
-7% -$268K 0.15% 105
2024
Q1 		$4M Hold
69,732
– – 0.15% 108
2023
Q4 		$3.61M Buy
69,732
+420
+0.6% +$20.3K 0.14% 115
2023
Q3 		$3.15M Sell
69,312
-4,200
-6% -$198K 0.14% 119
2023
Q2 		$3.47M Sell
73,512
-1,902
-3% -$82.5K 0.14% 119
2023
Q1 		$3.14M Sell
75,414
-1,500
-2% -$58.3K 0.13% 128
2022
Q4 		$2.73M Sell
76,914
-9,546
-11% -$351K 0.12% 138
2022
Q3 		$3.08M Buy
86,460
+504
+0.6% +$20.3K 0.14% 120
2022
Q2 		$3.19M Sell
85,956
-2,658
-3% -$109K 0.14% 120
2022
Q1 		$4.25M Buy
88,614
+2,622
+3% +$124K 0.16% 118
2021
Q4 		$4.6M Buy
85,992
+4,344
+5% +$226K 0.16% 108
2021
Q3 		$3.95M Buy
81,648
+4,956
+6% +$247K 0.16% 109
2021
Q2 		$3.67M Buy
76,692
+3,360
+5% +$153K 0.15% 110
2021
Q1 		$3.14M Buy
73,332
+16,668
+29% +$713K 0.14% 115
2020
Q4 		$2.39M Buy
56,664
+22,236
+65% +$888K 0.12% 127
2020
Q3 		$1.31M Buy
34,428
+5,184
+18% +$191K 0.07% 156
2020
Q2 		$985K Buy
29,244
+1,758
+6% +$54.1K 0.06% 177
2020
Q1 		$718K Hold
27,486
– – 0.05% 184
2019
Q4 		$834K Buy
27,486
+5,502
+25% +$159K 0.05% 196
2019
Q3 		$609K Buy
+21,984
New +$610K 0.04% 211

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

KCM Investment Advisors's VUG Position: Q2 2026 in Review

KCM Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9% in Q2 2026, selling an estimated $446K and leaving 53,463 shares worth $4.61M. The position accounts for 0.14% of the portfolio, ranked #99.

KCM Investment Advisors first reported a position in VUG in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.16M in Q2 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • KCM Investment Advisors held 53,463 shares of Vanguard Morningstar Growth ETF worth $4.61M as of Q2 2026.
  • KCM Investment Advisors sold 5,301 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $446K.
  • Vanguard Morningstar Growth ETF made up 0.14% of KCM Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • KCM Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • KCM Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $5.16M in Q2 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.