Kimelman & Baird’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kimelman & Baird’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	$135K	Hold	1,566	–	–	0.01%	128
2026 Q1	$114K	Hold	1,566	–	–	0.01%	140
2025 Q4	$127K	Hold	1,566	–	–	0.01%	135
2025 Q3	$125K	Hold	1,566	–	–	0.01%	136
2025 Q2	$114K	Hold	1,566	–	–	0.01%	137
2025 Q1	$96.8K	Hold	1,566	–	–	0.01%	147
2024 Q4	$107K	Hold	1,566	–	–	0.01%	150
2024 Q3	$100K	Hold	1,566	–	–	0.01%	157
2024 Q2	$97.6K	Buy	+1,566	New	+$91.3K	0.01%	154

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 22.9% 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

Kimelman & Baird's VUG Position: Q2 2026 in Review

Kimelman & Baird held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,566 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #128.

Kimelman & Baird first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Kimelman & Baird held 1,566 shares of Vanguard Morningstar Growth ETF worth $135K as of Q2 2026.
Kimelman & Baird left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #128 holding.
Kimelman & Baird first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.