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KFA Private Wealth Group’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KFA Private Wealth Group's VUG Position: Q1 2026 in Review

KFA Private Wealth Group increased its Vanguard Growth ETF (VUG) stake by 15% in Q1 2026, buying an estimated $499K and bringing the position to 48,156 shares worth $3.51M. The position accounts for 0.84% of the portfolio, ranked #23.

KFA Private Wealth Group first reported a position in VUG in Q4 2019 and has held it in 25 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • KFA Private Wealth Group held 48,156 shares of Vanguard Growth ETF worth $3.51M as of Q1 2026.
  • KFA Private Wealth Group bought 6,420 Vanguard Growth ETF shares in Q1 2026, an estimated $499K.
  • Vanguard Growth ETF made up 0.84% of KFA Private Wealth Group's portfolio in Q1 2026, its #23 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.