KWM
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Kingsview Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kingsview 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 		$36.4M Sell
423,135
-9,951
-2% -$837K 0.44% 39
2026
Q1 		$31.5M Buy
433,086
+16,362
+4% +$1.27M 0.43% 42
2025
Q4 		$33.9M Buy
416,724
+100,170
+32% +$8.13M 0.49% 41
2025
Q3 		$25.3M Buy
316,554
+128,292
+68% +$9.8M 0.39% 47
2025
Q2 		$13.8M Buy
188,262
+2,988
+2% +$197K 0.23% 75
2025
Q1 		$11.5M Sell
185,274
-9,102
-5% -$614K 0.22% 91
2024
Q4 		$13.3M Sell
194,376
-11,190
-5% -$752K 0.26% 66
2024
Q3 		$13.2M Buy
205,566
+37,194
+22% +$2.31M 0.28% 66
2024
Q2 		$10.5M Buy
168,372
+8,328
+5% +$486K 0.25% 78
2024
Q1 		$9.18M Sell
160,044
-28,896
-15% -$1.59M 0.23% 91
2023
Q4 		$9.79M Buy
188,940
+24,690
+15% +$1.19M 0.29% 76
2023
Q3 		$7.45M Buy
164,250
+22,854
+16% +$1.08M 0.27% 85
2023
Q2 		$6.67M Buy
141,396
+10,344
+8% +$449K 0.26% 90
2023
Q1 		$5.45M Buy
131,052
+1,050
+0.8% +$40.8K 0.23% 95
2022
Q4 		$4.62M Buy
130,002
+16,458
+14% +$605K 0.2% 125
2022
Q3 		$4.05M Buy
113,544
+4,206
+4% +$169K 0.19% 125
2022
Q2 		$4.06M Buy
109,338
+7,554
+7% +$310K 0.19% 124
2022
Q1 		$4.88M Sell
101,784
-10,590
-9% -$501K 0.21% 110
2021
Q4 		$6.01M Buy
112,374
+12,300
+12% +$641K 0.25% 92
2021
Q3 		$4.84M Buy
100,074
+13,278
+15% +$661K 0.23% 97
2021
Q2 		$4.16M Sell
86,796
-25,272
-23% -$1.15M 0.21% 119
2021
Q1 		$4.88M Buy
112,068
+33,612
+43% +$1.44M 0.28% 79
2020
Q4 		$3.31M Buy
78,456
+39,702
+102% +$1.58M 0.24% 100
2020
Q3 		$1.47M Buy
38,754
+1,842
+5% +$68K 0.13% 169
2020
Q2 		$1.24M Buy
36,912
+792
+2% +$24.4K 0.12% 179
2020
Q1 		$943K Buy
36,120
+1,554
+4% +$46.5K 0.13% 184
2019
Q4 		$1.05M Sell
34,566
-2,556
-7% -$73.8K 0.13% 186
2019
Q3 		$1.03M Sell
37,122
-3,588
-9% -$99.5K 0.16% 156
2019
Q2 		$1.11M Sell
40,710
-12,330
-23% -$329K 0.19% 140
2019
Q1 		$1.38M Sell
53,040
-12,918
-20% -$319K 0.21% 132
2018
Q4 		$1.48M Buy
65,958
+17,634
+36% +$427K 0.32% 99
2018
Q3 		$1.3M Buy
48,324
+1,104
+2% +$28.9K 0.26% 116
2018
Q2 		$1.18M Buy
47,220
+4,998
+12% +$123K 0.28% 111
2018
Q1 		$998K Buy
42,222
+11,442
+37% +$279K 0.25% 121
2017
Q4 		$722K Buy
30,780
+3,450
+13% +$79.2K 0.26% 119
2017
Q3 		$605K Buy
27,330
+1,296
+5% +$28.2K 0.27% 121
2017
Q2 		$551K Buy
26,034
+2,058
+9% +$43.1K 0.28% 111
2017
Q1 		$486K Buy
+23,976
New +$473K 0.29% 118

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

Kingsview Wealth Management's VUG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $837K and leaving 423,135 shares worth $36.4M. The position accounts for 0.44% of the portfolio, ranked #39.

Kingsview Wealth Management first reported a position in VUG in Q1 2017 and has held it in 38 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kingsview Wealth Management held 423,135 shares of Vanguard Morningstar Growth ETF worth $36.4M as of Q2 2026.
  • Kingsview Wealth Management sold 9,951 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $837K.
  • Vanguard Morningstar Growth ETF made up 0.44% of Kingsview Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.