Kiley Juergens Wealth Management’s Vanguard Morningstar 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 Q2	$1.95M	Sell	22,654 -128	-0.6%	-$10.8K	0.31%	64
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 $1.55T 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

Kiley Juergens Wealth Management's VUG Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.56% in Q2 2026, selling an estimated $10.8K and leaving 22,654 shares worth $1.95M. The position accounts for 0.31% of the portfolio, ranked #64.

Kiley Juergens Wealth Management first reported a position in VUG in Q4 2017 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Kiley Juergens Wealth Management held 22,654 shares of Vanguard Morningstar Growth ETF worth $1.95M as of Q2 2026.
Kiley Juergens Wealth Management sold 128 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.8K.
Vanguard Morningstar Growth ETF made up 0.31% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #64 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 5 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.