KIG
VUG icon

Kessler Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kessler Investment Group’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
2025
Q3 		– Sell
-942
Closed -$68.8K – 206
2025
Q2 		$68.8K Hold
942
– – 0.03% 104
2025
Q1 		$58.2K Buy
+942
New +$63.5K 0.03% 105
2017
Q1 		– Sell
-300
Closed -$6K – 110
2016
Q4 		$6K Hold
300
– – 0.01% 82
2016
Q3 		$6K Buy
+300
New +$5.58K 0.01% 76

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Kessler Investment Group's VUG Position: Q3 2025 in Review

Kessler Investment Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 942 shares — an estimated $68.8K sold.

Kessler Investment Group first reported a position in VUG in Q3 2016 and held it in 4 quarters. The position peaked at $68.8K in Q2 2025. 2,605 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Kessler Investment Group reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 942 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $68.8K.
  • Kessler Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2016 and held it in 4 quarters.
  • Kessler Investment Group's Vanguard Morningstar Growth ETF position peaked at $68.8K in Q2 2025.
  • 2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.