Key Capital Management
VUG icon

Key Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Key Capital Management’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
Q3 		$546K Buy
6,110
+3,638
+147% +$318K 0.2% 75
2026
Q2 		$213K Buy
2,472
+30
+1% +$2.52K 0.11% 74
2026
Q1 		$178K Buy
2,442
+642
+36% +$49.9K 0.12% 77
2025
Q4 		$146K Buy
+1,800
New +$146K 0.15% 74

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Key Capital Management's VUG Position: Q3 2026 in Review

Key Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 147% in Q3 2026, buying an estimated $318K and bringing the position to 6,110 shares worth $546K. The position accounts for 0.2% of the portfolio, ranked #75.

Key Capital Management first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 1,819 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Key Capital Management held 6,110 shares of Vanguard Morningstar Growth ETF worth $546K as of Q3 2026.
  • Key Capital Management bought 3,638 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $318K.
  • Vanguard Morningstar Growth ETF made up 0.2% of Key Capital Management's portfolio in Q3 2026, its #75 holding.
  • Key Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,819 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.