Kelman-Lazarov Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kelman-Lazarov Inc’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	$8.82M	Buy	102,406 +652	+0.6%	+$54.9K	1.16%	21
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

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

Kelman-Lazarov Inc's VUG Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.64% in Q2 2026, buying an estimated $54.9K and bringing the position to 102,406 shares worth $8.82M. The position accounts for 1.16% of the portfolio, ranked #21.

Kelman-Lazarov Inc first reported a position in VUG in Q1 2016 and has held it in 42 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Kelman-Lazarov Inc held 102,406 shares of Vanguard Morningstar Growth ETF worth $8.82M as of Q2 2026.
Kelman-Lazarov Inc bought 652 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $54.9K.
Vanguard Morningstar Growth ETF made up 1.16% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #21 holding.
Kelman-Lazarov Inc first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 42 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.