KFA Private Wealth Group
VUG icon

KFA Private Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

KFA Private Wealth 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
2026
Q3 		$4.38M Sell
48,553
-80
-0.2% -$7K 1.03% 22
2026
Q2 		$4.19M Buy
48,633
+477
+1% +$40.1K 1.01% 21
2026
Q1 		$3.51M Buy
48,156
+6,420
+15% +$499K 0.84% 23
2025
Q4 		$3.39M Buy
41,736
+1,032
+3% +$83.8K 0.83% 25
2025
Q3 		$3.25M Sell
40,704
-534
-1% -$40.8K 0.93% 23
2025
Q2 		$3.01M Buy
41,238
+24
+0.1% +$1.58K 0.93% 23
2025
Q1 		$2.55M Buy
41,214
+6,912
+20% +$466K 0.89% 23
2024
Q4 		$2.35M Buy
34,302
+1,590
+5% +$107K 0.98% 23
2024
Q3 		$2.09M Buy
32,712
+96
+0.3% +$5.95K 1% 23
2024
Q2 		$2.03M Sell
32,616
-14,652
-31% -$854K 1.05% 22
2024
Q1 		$2.71M Buy
47,268
+6,132
+15% +$337K 0.84% 23
2023
Q4 		$2.13M Buy
41,136
+12,894
+46% +$622K 0.76% 22
2023
Q3 		$1.28M Buy
28,242
+14,040
+99% +$663K 0.53% 27
2023
Q2 		$670K Buy
14,202
+1,584
+13% +$68.7K 0.28% 37
2023
Q1 		$525K Sell
12,618
-42
-0.3% -$1.63K 0.24% 38
2022
Q4 		$450K Buy
12,660
+12
+0.1% +$441 0.23% 40
2022
Q3 		$451K Buy
12,648
+1,644
+15% +$66.1K 0.24% 38
2022
Q2 		$409K Buy
11,004
+18
+0.2% +$739 0.23% 42
2022
Q1 		$527K Sell
10,986
-1,188
-10% -$56.2K 0.26% 43
2021
Q4 		$651K Sell
12,174
-366
-3% -$19.1K 0.32% 35
2021
Q3 		$606K Buy
12,540
+312
+3% +$15.5K 0.33% 34
2021
Q2 		$584K Sell
12,228
-546
-4% -$24.8K 0.32% 34
2021
Q1 		$547K Buy
12,774
+4,896
+62% +$209K 0.32% 36
2020
Q4 		$333K Buy
7,878
+6
+0.1% +$239 0.21% 50
2020
Q3 		$299K Buy
+7,872
New +$291K 0.22% 50
2020
Q2 		– Sell
-10,188
Closed -$266K – 57
2020
Q1 		$266K Buy
10,188
+6
+0.1% +$180 0.31% 40
2019
Q4 		$309K Buy
+10,182
New +$294K 0.28% 39

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

KFA Private Wealth Group's VUG Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.16% in Q3 2026, selling an estimated $7K and leaving 48,553 shares worth $4.38M. The position accounts for 1.03% of the portfolio, ranked #22.

KFA Private Wealth Group first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 786 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • KFA Private Wealth Group held 48,553 shares of Vanguard Morningstar Growth ETF worth $4.38M as of Q3 2026.
  • KFA Private Wealth Group sold 80 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $7K.
  • Vanguard Morningstar Growth ETF made up 1.03% of KFA Private Wealth Group's portfolio in Q3 2026, its #22 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 786 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.