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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
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

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

Klingman & Associates's VUG Position: Q2 2026 in Review

Klingman & Associates reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.7% in Q2 2026, selling an estimated $285K and leaving 35,413 shares worth $3.05M. The position accounts for 0.13% of the portfolio, ranked #71.

Klingman & Associates first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.37M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Klingman & Associates held 35,413 shares of Vanguard Morningstar Growth ETF worth $3.05M as of Q2 2026.
  • Klingman & Associates sold 3,383 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $285K.
  • Vanguard Morningstar Growth ETF made up 0.13% of Klingman & Associates's portfolio in Q2 2026, its #71 holding.
  • Klingman & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Klingman & Associates's Vanguard Morningstar Growth ETF position peaked at $3.37M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.