Kiley Juergens Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Kiley Juergens 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 Q1	$1.66M	Buy	+22,782	New	+$1.77M	0.29%	62
2018 Q4	–	Sell	-8,178	Closed	-$219K	–	648
2018 Q3	$219K	Buy	8,178 +1,002	+14%	+$26.2K	0.16%	91
2018 Q2	$179K	Buy	+7,176	New	+$176K	0.16%	90
2018 Q1	–	Sell	-5,304	Closed	-$124K	–	601
2017 Q4	$124K	Buy	+5,304	New	+$122K	0.11%	108

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kiley Juergens Wealth Management's VUG Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 22,782 shares worth $1.66M. The stake represents 0.29% of the portfolio and ranks #62 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in VUG as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in VUG in Q4 2017 and has held it in 4 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Kiley Juergens Wealth Management held 22,782 shares of Vanguard Growth ETF worth $1.66M as of Q1 2026.
Vanguard Growth ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
Vanguard Growth ETF made up 0.29% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #62 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 4 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.