Kesler Norman & Wride’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kesler Norman & Wride’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	$283K	Buy	3,284 +2	+0.1%	+$168	0.04%	241
2026 Q1	$239K	Hold	3,282	–	–	0.04%	236
2025 Q4	$267K	Buy	+3,282	New	+$266K	0.05%	218
2025 Q3	–	Sell	-3,252	Closed	-$238K	–	244
2025 Q2	$238K	Buy	+3,252	New	+$214K	0.04%	212
2022 Q2	–	Sell	-4,686	Closed	-$225K	–	151
2022 Q1	$225K	Buy	4,686 +150	+3%	+$7.09K	0.05%	137
2021 Q4	$243K	Sell	4,536 -168	-4%	-$8.75K	0.05%	140
2021 Q3	$227K	Hold	4,704	–	–	0.05%	141
2021 Q2	$232K	Sell	4,704 -474	-9%	-$21.5K	0.05%	148
2021 Q1	$222K	Sell	5,178 -270	-5%	-$11.6K	0.06%	145
2020 Q4	$230K	Buy	+5,448	New	+$217K	0.06%	140

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

Kesler Norman & Wride's VUG Position: Q2 2026 in Review

Kesler Norman & Wride increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $168 and bringing the position to 3,284 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #241.

Kesler Norman & Wride first reported a position in VUG in Q4 2020 and has held it in 10 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Kesler Norman & Wride held 3,284 shares of Vanguard Morningstar Growth ETF worth $283K as of Q2 2026.
Kesler Norman & Wride bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #241 holding.
Kesler Norman & Wride first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 10 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.