Keystone Wealth Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Keystone Wealth Services’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	$877K	Sell	10,178 -418	-4%	-$35.2K	0.16%	137
2026 Q1	$771K	Buy	10,596 +1,344	+15%	+$105K	0.16%	144
2025 Q4	$752K	Sell	9,252 -390	-4%	-$31.6K	0.16%	111
2025 Q3	$771K	Buy	9,642 +246	+3%	+$18.8K	0.17%	135
2025 Q2	$687K	Buy	9,396 +486	+5%	+$32K	0.17%	138
2025 Q1	$551K	Buy	8,910 +1,002	+13%	+$67.6K	0.15%	141
2024 Q4	$541K	Buy	7,908 +6	+0.1%	+$403	0.14%	141
2024 Q3	$506K	Buy	7,902 +3,114	+65%	+$193K	0.14%	144
2024 Q2	$299K	Hold	4,788	–	–	0.09%	181
2024 Q1	$275K	Hold	4,788	–	–	0.09%	179
2023 Q4	$248K	Buy	+4,788	New	+$231K	0.09%	187
2022 Q3	–	Sell	-6,798	Closed	-$253K	–	176
2022 Q2	$253K	Sell	6,798 -7,806	-53%	-$321K	0.11%	142
2022 Q1	$700K	Sell	14,604 -16,350	-53%	-$773K	0.28%	80
2021 Q4	$1.66M	Buy	+30,954	New	+$1.61M	0.67%	36

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

Keystone Wealth Services's VUG Position: Q2 2026 in Review

Keystone Wealth Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.9% in Q2 2026, selling an estimated $35.2K and leaving 10,178 shares worth $877K. The position accounts for 0.16% of the portfolio, ranked #137.

Keystone Wealth Services first reported a position in VUG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Keystone Wealth Services held 10,178 shares of Vanguard Morningstar Growth ETF worth $877K as of Q2 2026.
Keystone Wealth Services sold 418 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $35.2K.
Vanguard Morningstar Growth ETF made up 0.16% of Keystone Wealth Services's portfolio in Q2 2026, its #137 holding.
Keystone Wealth Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 14 quarters since.
Keystone Wealth Services's Vanguard Morningstar Growth ETF position peaked at $1.66M in Q4 2021.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.