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Kimelman & Baird’s Vanguard 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
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
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

Kimelman & Baird's VUG Position: Q1 2026 in Review

Kimelman & Baird held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 1,566 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #140.

Kimelman & Baird first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $127K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Kimelman & Baird held 1,566 shares of Vanguard Growth ETF worth $114K as of Q1 2026.
  • Kimelman & Baird left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.01% of Kimelman & Baird's portfolio in Q1 2026, its #140 holding.
  • Kimelman & Baird first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Kimelman & Baird's Vanguard Growth ETF position peaked at $127K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.