Kitching Partners’s Vanguard Growth ETF VUG Stock Holding History

Kitching 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 Q1	$599K	Sell	8,226 -1,524	-16%	-$119K	0.55%	18
2025 Q4	$793K	Sell	9,750 -7,764	-44%	-$630K	0.72%	17
2025 Q3	$1.4M	Buy	17,514 +12	+0.1%	+$917	1.32%	12
2025 Q2	$1.28M	Sell	17,502 -672	-4%	-$44.2K	1.3%	12
2025 Q1	$1.12M	Buy	18,174 +9,108	+100%	+$614K	1.29%	11
2024 Q4	$620K	Buy	9,066 +3,786	+72%	+$254K	0.79%	17
2024 Q3	$338K	Buy	+5,280	New	+$327K	0.45%	19

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

Kitching Partners's VUG Position: Q1 2026 in Review

Kitching Partners reduced its Vanguard Growth ETF (VUG) stake by 16% in Q1 2026, selling an estimated $119K and leaving 8,226 shares worth $599K. The position accounts for 0.55% of the portfolio, ranked #18.

Kitching Partners first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Kitching Partners held 8,226 shares of Vanguard Growth ETF worth $599K as of Q1 2026.
Kitching Partners sold 1,524 Vanguard Growth ETF shares in Q1 2026, an estimated $119K.
Vanguard Growth ETF made up 0.55% of Kitching Partners's portfolio in Q1 2026, its #18 holding.
Kitching Partners first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
Kitching Partners's Vanguard Growth ETF position peaked at $1.4M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Kitching Partners's 13F filing for Q1 2026, filed 6 May 2026.