Klingman & Associates
VUG icon

Klingman & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Klingman & Associates’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 		$2.89M Sell
32,065
-3,348
-9% -$293K 0.12% 72
2026
Q2 		$3.05M Sell
35,413
-3,383
-9% -$285K 0.13% 71
2026
Q1 		$2.82M Sell
38,796
-2,706
-7% -$211K 0.14% 64
2025
Q4 		$3.37M Buy
41,502
+18,642
+82% +$1.51M 0.16% 59
2025
Q3 		$1.83M Buy
22,860
+3,636
+19% +$278K 0.09% 88
2025
Q2 		$1.4M Buy
19,224
+3,294
+21% +$217K 0.08% 95
2025
Q1 		$985K Sell
15,930
-72
-0.4% -$4.86K 0.06% 107
2024
Q4 		$1.09M Sell
16,002
-2,520
-14% -$169K 0.07% 98
2024
Q3 		$1.19M Sell
18,522
-2,316
-11% -$144K 0.07% 101
2024
Q2 		$1.3M Buy
20,838
+3,156
+18% +$184K 0.09% 82
2024
Q1 		$1.01M Buy
17,682
+846
+5% +$46.5K 0.07% 101
2023
Q4 		$872K Sell
16,836
-2,550
-13% -$123K 0.06% 103
2023
Q3 		$880K Buy
19,386
+960
+5% +$45.3K 0.07% 97
2023
Q2 		$869K Sell
18,426
-630
-3% -$27.3K 0.07% 95
2023
Q1 		$792K Buy
19,056
+2,742
+17% +$107K 0.07% 94
2022
Q4 		$579K Buy
16,314
+282
+2% +$10.4K 0.05% 109
2022
Q3 		$572K Hold
16,032
– – 0.06% 98
2022
Q2 		$596K Sell
16,032
-534
-3% -$21.9K 0.06% 97
2022
Q1 		$794K Sell
16,566
-36
-0.2% -$1.7K 0.07% 83
2021
Q4 		$888K Hold
16,602
– – 0.08% 78
2021
Q3 		$803K Buy
16,602
+5,910
+55% +$294K 0.08% 80
2021
Q2 		$511K Sell
10,692
-906
-8% -$41.1K 0.05% 97
2021
Q1 		$497K Sell
11,598
-258
-2% -$11K 0.05% 93
2020
Q4 		$501K Sell
11,856
-438
-4% -$17.5K 0.06% 88
2020
Q3 		$466K Sell
12,294
-2,076
-14% -$76.6K 0.06% 86
2020
Q2 		$484K Buy
14,370
+3,012
+27% +$92.6K 0.07% 77
2020
Q1 		$297K Sell
11,358
-3,510
-24% -$105K 0.06% 96
2019
Q4 		$451K Buy
+14,868
New +$429K 0.07% 82

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

Klingman & Associates's VUG Position: Q3 2026 in Review

Klingman & Associates reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.5% in Q3 2026, selling an estimated $293K and leaving 32,065 shares worth $2.89M. The position accounts for 0.12% of the portfolio, ranked #72.

Klingman & Associates first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.37M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Klingman & Associates held 32,065 shares of Vanguard Morningstar Growth ETF worth $2.89M as of Q3 2026.
  • Klingman & Associates sold 3,348 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $293K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Klingman & Associates's portfolio in Q3 2026, its #72 holding.
  • Klingman & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Klingman & Associates's Vanguard Morningstar Growth ETF position peaked at $3.37M in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.