KFG Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

KFG Wealth 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 Q2	$342K	Buy	3,973 +1	+0%	+$84	0.04%	167
2026 Q1	$289K	Buy	3,972 +570	+17%	+$44.3K	0.04%	178
2025 Q4	$277K	Hold	3,402	–	–	0.04%	179
2025 Q3	$272K	Hold	3,402	–	–	0.04%	174
2025 Q2	$249K	Hold	3,402	–	–	0.04%	175
2025 Q1	$210K	Sell	3,402 -354	-9%	-$23.9K	0.04%	179
2024 Q4	$257K	Buy	3,756 +354	+10%	+$23.8K	0.05%	162
2024 Q3	$218K	Sell	3,402 -312	-8%	-$19.3K	0.05%	176
2024 Q2	$232K	Buy	+3,714	New	+$217K	0.09%	143

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

KFG Wealth Management's VUG Position: Q2 2026 in Review

KFG Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.03% in Q2 2026, buying an estimated $84 and bringing the position to 3,973 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #167.

KFG Wealth Management first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

KFG Wealth Management held 3,973 shares of Vanguard Morningstar Growth ETF worth $342K as of Q2 2026.
KFG Wealth Management bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #167 holding.
KFG Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.