Keating Financial Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Keating Financial Advisory Services’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	$376K	Buy	4,362 +102	+2%	+$8.58K	0.05%	240
2026 Q1	$310K	Sell	4,260 -24	-0.6%	-$1.87K	0.05%	256
2025 Q4	$348K	Buy	+4,284	New	+$348K	0.05%	268

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Keating Financial Advisory Services's VUG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, buying an estimated $8.58K and bringing the position to 4,362 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #240.

Keating Financial Advisory Services first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Keating Financial Advisory Services held 4,362 shares of Vanguard Morningstar Growth ETF worth $376K as of Q2 2026.
Keating Financial Advisory Services bought 102 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.58K.
Vanguard Morningstar Growth ETF made up 0.05% of Keating Financial Advisory Services's portfolio in Q2 2026, its #240 holding.
Keating Financial Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.