Kelman-Lazarov Inc’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.41M | Buy |
101,754
+5,484
| +6% | +$427K | 1.06% | 22 |
|
|
2025
Q4 | $7.83M | Buy |
96,270
+5,058
| +6% | +$410K | 1.12% | 21 |
|
|
2025
Q3 | $7.29M | Buy |
91,212
+37,002
| +68% | +$2.83M | 1.08% | 20 |
|
|
2025
Q2 | $3.96M | Sell |
54,210
-258
| -0.5% | -$17K | 0.64% | 26 |
|
|
2025
Q1 | $3.37M | Buy |
54,468
+816
| +2% | +$55K | 0.61% | 26 |
|
|
2024
Q4 | $3.67M | Sell |
53,652
-2,262
| -4% | -$152K | 0.66% | 26 |
|
|
2024
Q3 | $3.58M | Sell |
55,914
-18
| -0% | -$1.12K | 0.62% | 27 |
|
|
2024
Q2 | $3.49M | Sell |
55,932
-2,118
| -4% | -$124K | 0.65% | 26 |
|
|
2024
Q1 | $3.33M | Sell |
58,050
-1,956
| -3% | -$108K | 0.65% | 27 |
|
|
2023
Q4 | $3.11M | Sell |
60,006
-7,680
| -11% | -$371K | 0.67% | 26 |
|
|
2023
Q3 | $3.07M | Sell |
67,686
-954
| -1% | -$45.1K | 0.73% | 22 |
|
|
2023
Q2 | $3.24M | Buy |
68,640
+3,330
| +5% | +$144K | 0.78% | 21 |
|
|
2023
Q1 | $2.72M | Buy |
65,310
+4,536
| +7% | +$176K | 0.7% | 22 |
|
|
2022
Q4 | $2.16M | Buy |
60,774
+14,976
| +33% | +$551K | 0.61% | 26 |
|
|
2022
Q3 | $1.63M | Buy |
45,798
+5,094
| +13% | +$205K | 0.56% | 21 |
|
|
2022
Q2 | $1.51M | Buy |
40,704
+7,890
| +24% | +$324K | 0.51% | 22 |
|
|
2022
Q1 | $1.57M | Hold |
32,814
| – | – | 0.52% | 24 |
|
|
2021
Q4 | $1.75M | Hold |
32,814
| – | – | 0.56% | 23 |
|
|
2021
Q3 | $1.59M | Sell |
32,814
-84
| -0.3% | -$4.18K | 0.56% | 22 |
|
|
2021
Q2 | $1.57M | Sell |
32,898
-1,698
| -5% | -$77.1K | 0.55% | 24 |
|
|
2021
Q1 | $1.48M | Hold |
34,596
| – | – | 0.53% | 26 |
|
|
2020
Q4 | $1.46M | Buy |
34,596
+762
| +2% | +$30.4K | 0.56% | 24 |
|
|
2020
Q3 | $1.28M | Sell |
33,834
-4,722
| -12% | -$174K | 0.58% | 24 |
|
|
2020
Q2 | $1.3M | Sell |
38,556
-3,720
| -9% | -$114K | 0.6% | 24 |
|
|
2020
Q1 | $1.1M | Buy |
42,276
+684
| +2% | +$20.5K | 0.59% | 24 |
|
|
2019
Q4 | $1.26M | Sell |
41,592
-300
| -0.7% | -$8.66K | 0.57% | 30 |
|
|
2019
Q3 | $1.16M | Hold |
41,892
| – | – | 0.57% | 32 |
|
|
2019
Q2 | $1.14M | Sell |
41,892
-96
| -0.2% | -$2.56K | 0.58% | 33 |
|
|
2019
Q1 | $1.09M | Buy |
41,988
+654
| +2% | +$16.1K | 0.58% | 33 |
|
|
2018
Q4 | $925K | Sell |
41,334
-1,122
| -3% | -$27.2K | 0.58% | 42 |
|
|
2018
Q3 | $1.14M | Sell |
42,456
-1,290
| -3% | -$33.8K | 0.67% | 43 |
|
|
2018
Q2 | $1.09M | Sell |
43,746
-3,660
| -8% | -$89.8K | 0.59% | 48 |
|
|
2018
Q1 | $1.12M | Sell |
47,406
-270
| -0.6% | -$6.58K | 0.6% | 48 |
|
|
2017
Q4 | $1.12M | Buy |
47,676
+3,402
| +8% | +$78.1K | 0.57% | 51 |
|
|
2017
Q3 | $980K | Sell |
44,274
-1,938
| -4% | -$42.1K | 0.52% | 56 |
|
|
2017
Q2 | $978K | Sell |
46,212
-3,300
| -7% | -$69.1K | 0.54% | 59 |
|
|
2017
Q1 | $1M | Hold |
49,512
| – | – | 0.65% | 49 |
|
|
2016
Q4 | $920K | Hold |
49,512
| – | – | 0.52% | 56 |
|
|
2016
Q3 | $921K | Hold |
49,512
| – | – | 0.52% | 58 |
|
|
2016
Q2 | $888K | Sell |
49,512
-360
| -0.7% | -$6.41K | 0.51% | 59 |
|
|
2016
Q1 | $892K | Buy |
+49,872
| New | +$836K | 0.52% | 57 |
|
Other funds holding VUG
EWA
Kelman-Lazarov Inc's VUG Position: Q1 2026 in Review
Kelman-Lazarov Inc increased its Vanguard Growth ETF (VUG) stake by 5.7% in Q1 2026, buying an estimated $427K and bringing the position to 101,754 shares worth $7.41M. The position accounts for 1.06% of the portfolio, ranked #22.
Kelman-Lazarov Inc first reported a position in VUG in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.83M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Kelman-Lazarov Inc held 101,754 shares of Vanguard Growth ETF worth $7.41M as of Q1 2026.
- Kelman-Lazarov Inc bought 5,484 Vanguard Growth ETF shares in Q1 2026, an estimated $427K.
- Vanguard Growth ETF made up 1.06% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #22 holding.
- Kelman-Lazarov Inc first reported a position in Vanguard Growth ETF in Q1 2016 and has held it in 41 quarters since.
- Kelman-Lazarov Inc's Vanguard Growth ETF position peaked at $7.83M in Q4 2025.
- 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.