Kings Path Partners
VUG icon

Kings Path Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kings Path Partners’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
Q3 		$55.1K Sell
612
-198
-24% -$17.3K 0.01% 175
2026
Q2 		$69.8K Buy
810
+198
+32% +$16.7K 0.02% 162
2026
Q1 		$44.6K Hold
612
– – 0.02% 167
2025
Q4 		$49.8K Hold
612
– – 0.02% 166
2025
Q3 		$48.9K Buy
+612
New +$46.8K 0.02% 166

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Kings Path Partners's VUG Position: Q3 2026 in Review

Kings Path Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 24% in Q3 2026, selling an estimated $17.3K and leaving 612 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #175.

Kings Path Partners first reported a position in VUG in Q3 2025 and has held it in 5 quarters since. The position peaked at $69.8K in Q2 2026. 1,068 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Kings Path Partners held 612 shares of Vanguard Morningstar Growth ETF worth $55.1K as of Q3 2026.
  • Kings Path Partners sold 198 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $17.3K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Kings Path Partners's portfolio in Q3 2026, its #175 holding.
  • Kings Path Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Kings Path Partners's Vanguard Morningstar Growth ETF position peaked at $69.8K in Q2 2026.
  • 1,068 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.