Kearns & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kearns & Associates’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	$2.31M	Buy	25,614 +3	+0%	+$263	1.06%	11
2026 Q2	$2.21M	Buy	25,611 +9	+0%	+$757	1.03%	10
2026 Q1	$1.86M	Hold	25,602	–	–	1%	10
2025 Q4	$2.08M	Buy	25,602 +6	+0%	+$487	1.08%	11
2025 Q3	$2.05M	Buy	25,596 +1,956	+8%	+$149K	1.09%	10
2025 Q2	$1.73M	Buy	23,640 +420	+2%	+$27.7K	0.99%	11
2025 Q1	$1.43M	Buy	23,220 +8,166	+54%	+$551K	0.93%	11
2024 Q4	$1.03M	Buy	15,054 +9,264	+160%	+$622K	0.67%	11
2024 Q3	$371K	Buy	+5,790	New	+$359K	0.24%	29

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kearns & Associates's VUG Position: Q3 2026 in Review

Kearns & Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.01% in Q3 2026, buying an estimated $263 and bringing the position to 25,614 shares worth $2.31M. The position accounts for 1.06% of the portfolio, ranked #11.

Kearns & Associates first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. 1,426 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Kearns & Associates held 25,614 shares of Vanguard Morningstar Growth ETF worth $2.31M as of Q3 2026.
Kearns & Associates bought 3 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $263.
Vanguard Morningstar Growth ETF made up 1.06% of Kearns & Associates's portfolio in Q3 2026, its #11 holding.
Kearns & Associates first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
1,426 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Kearns & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.