KFS
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Kelly Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Kelly Financial 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 		$464K Sell
5,391
-579
-10% -$48.7K 0.1% 75
2026
Q1 		$434K Sell
5,970
-870
-13% -$67.7K 0.11% 74
2025
Q4 		$556K Sell
6,840
-1,332
-16% -$108K 0.14% 59
2025
Q3 		$653K Hold
8,172
– – 0.17% 54
2025
Q2 		$597K Buy
8,172
+12
+0.1% +$790 0.18% 57
2025
Q1 		$504K Sell
8,160
-4,554
-36% -$307K 0.18% 58
2024
Q4 		$870K Sell
12,714
-9,900
-44% -$665K 0.31% 45
2024
Q3 		$1.45M Sell
22,614
-432
-2% -$26.8K 0.53% 35
2024
Q2 		$1.44M Sell
23,046
-348
-1% -$20.3K 0.51% 32
2024
Q1 		$1.34M Sell
23,394
-2,316
-9% -$127K 0.51% 30
2023
Q4 		$1.33M Sell
25,710
-2,058
-7% -$99.3K 0.54% 29
2023
Q3 		$1.26M Sell
27,768
-7,572
-21% -$358K 0.58% 30
2023
Q2 		$1.67M Sell
35,340
-1,626
-4% -$70.5K 0.79% 20
2023
Q1 		$1.54M Buy
36,966
+378
+1% +$14.7K 0.78% 21
2022
Q4 		$1.3M Buy
36,588
+2,460
+7% +$90.5K 0.68% 25
2022
Q3 		$1.22M Buy
34,128
+1,794
+6% +$72.1K 0.71% 22
2022
Q2 		$1.2M Buy
32,334
+9,114
+39% +$374K 0.63% 25
2022
Q1 		$1.11M Sell
23,220
-2,862
-11% -$135K 0.5% 26
2021
Q4 		$1.39M Buy
26,082
+348
+1% +$18.1K 0.64% 19
2021
Q3 		$1.24M Sell
25,734
-4,833,306
-99% -$241M 0.7% 15
2021
Q2 		$2.82M Buy
4,859,040
+4,857,894
+423,900% +$221M 0.11% 60
2021
Q1 		$49.1K Buy
1,146
+60
+6% +$2.57K 0.03% 126
2020
Q4 		$45.8K Buy
1,086
+6
+0.6% +$239 0.03% 118
2020
Q3 		$41K Buy
+1,080
New +$39.9K 0.03% 113

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kelly Financial Services's VUG Position: Q2 2026 in Review

Kelly Financial Services reduced its Vanguard Growth ETF (VUG) stake by 9.7% in Q2 2026, selling an estimated $48.7K and leaving 5,391 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #75.

Kelly Financial Services first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.82M in Q2 2021. 1,319 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kelly Financial Services held 5,391 shares of Vanguard Growth ETF worth $464K as of Q2 2026.
  • Kelly Financial Services sold 579 Vanguard Growth ETF shares in Q2 2026, an estimated $48.7K.
  • Vanguard Growth ETF made up 0.1% of Kelly Financial Services's portfolio in Q2 2026, its #75 holding.
  • Kelly Financial Services first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Kelly Financial Services's Vanguard Growth ETF position peaked at $2.82M in Q2 2021.
  • 1,319 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.