KFG
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Kingdom Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kingdom Financial Group’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 		$108K Sell
1,252
-1,244
-50% -$105K 0.03% 188
2026
Q1 		$182K Buy
2,496
+1,176
+89% +$91.5K 0.05% 156
2025
Q4 		$107K Buy
+1,320
New +$107K 0.03% 196

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Kingdom Financial Group's VUG Position: Q2 2026 in Review

Kingdom Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 50% in Q2 2026, selling an estimated $105K and leaving 1,252 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #188.

Kingdom Financial Group first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $182K in Q1 2026. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kingdom Financial Group held 1,252 shares of Vanguard Morningstar Growth ETF worth $108K as of Q2 2026.
  • Kingdom Financial Group sold 1,244 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Kingdom Financial Group's portfolio in Q2 2026, its #188 holding.
  • Kingdom Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Vanguard Morningstar Growth ETF position peaked at $182K in Q1 2026.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.