Kirtland Hills Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kirtland Hills Capital 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 Q1	$2.08M	Buy	150,624 +132,714	+741%	+$10.3M	0.66%	45
2025 Q4	$1.46M	Buy	17,910 +252	+1%	+$20.5K	0.51%	58
2025 Q3	$1.41M	Buy	17,658 +3,114	+21%	+$238K	0.56%	56
2025 Q2	$1.06M	Buy	14,544 +10,980	+308%	+$723K	0.49%	65
2025 Q1	$209K	Buy	+3,564	New	+$240K	0.13%	135

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kirtland Hills Capital Management's VUG Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 741% in Q1 2026, buying an estimated $10.3M and bringing the position to 150,624 shares worth $2.08M. The position accounts for 0.66% of the portfolio, ranked #45.

Kirtland Hills Capital Management first reported a position in VUG in Q1 2025 and has held it in 5 quarters since. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Kirtland Hills Capital Management held 150,624 shares of Vanguard Morningstar Growth ETF worth $2.08M as of Q1 2026.
Kirtland Hills Capital Management bought 132,714 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $10.3M.
Vanguard Morningstar Growth ETF made up 0.66% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #45 holding.
Kirtland Hills Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 5 quarters since.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.