Kingswood Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kingswood Wealth Advisors’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	$8.62M	Buy	100,063 +10,417	+12%	+$877K	0.35%	58
2026 Q1	$6.53M	Buy	89,646 +8,412	+10%	+$654K	0.31%	69
2025 Q4	$6.61M	Buy	81,234 +13,260	+20%	+$1.08M	0.32%	68
2025 Q3	$5.43M	Buy	67,974 +17,040	+33%	+$1.3M	0.33%	65
2025 Q2	$3.72M	Buy	50,934 +2,502	+5%	+$165K	0.29%	75
2025 Q1	$3M	Sell	48,432 -390	-0.8%	-$26.3K	0.27%	88
2024 Q4	$3.34M	Buy	48,822 +16,764	+52%	+$1.13M	0.25%	84
2024 Q3	$2.05M	Buy	32,058 +12,750	+66%	+$790K	0.15%	161
2024 Q2	$1.2M	Buy	19,308 +1,710	+10%	+$99.7K	0.11%	199
2024 Q1	$1.01M	Buy	17,598 +3,636	+26%	+$200K	0.12%	201
2023 Q4	$723K	Buy	+13,962	New	+$674K	0.08%	263

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 22.96% 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

Kingswood Wealth Advisors's VUG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $877K and bringing the position to 100,063 shares worth $8.62M. The position accounts for 0.35% of the portfolio, ranked #58.

Kingswood Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Kingswood Wealth Advisors held 100,063 shares of Vanguard Morningstar Growth ETF worth $8.62M as of Q2 2026.
Kingswood Wealth Advisors bought 10,417 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $877K.
Vanguard Morningstar Growth ETF made up 0.35% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.