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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
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

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 22.96% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

KFA Private Wealth Group's VUG Position: Q2 2026 in Review

KFA Private Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.99% in Q2 2026, buying an estimated $40.1K and bringing the position to 48,633 shares worth $4.19M. The position accounts for 1.01% of the portfolio, ranked #21.

KFA Private Wealth Group first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • KFA Private Wealth Group held 48,633 shares of Vanguard Morningstar Growth ETF worth $4.19M as of Q2 2026.
  • KFA Private Wealth Group bought 477 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $40.1K.
  • Vanguard Morningstar Growth ETF made up 1.01% of KFA Private Wealth Group's portfolio in Q2 2026, its #21 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.