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KMG Fiduciary Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

KMG Fiduciary 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 		– Sell
-4,638
Closed -$377K – 273
2025
Q4 		$377K Sell
4,638
-44,196
-91% -$3.59M 0.03% 214
2025
Q3 		$3.9M Buy
48,834
+600
+1% +$45.9K 0.26% 91
2025
Q2 		$3.52M Hold
48,234
– – 0.26% 94
2025
Q1 		$2.98M Buy
48,234
+2,940
+6% +$198K 0.25% 94
2024
Q4 		$3.1M Sell
45,294
-3,090
-6% -$208K 0.26% 93
2024
Q3 		$3.1M Hold
48,384
– – 0.27% 89
2024
Q2 		$3.02M Hold
48,384
– – 0.3% 80
2024
Q1 		$2.78M Sell
48,384
-390
-0.8% -$21.4K 0.29% 82
2023
Q4 		$2.53M Buy
48,774
+396
+0.8% +$19.1K 0.29% 86
2023
Q3 		$2.2M Sell
48,378
-414
-0.8% -$19.6K 0.29% 86
2023
Q2 		$2.3M Buy
48,792
+2,970
+6% +$129K 0.3% 85
2023
Q1 		$1.9M Buy
45,822
+25,230
+123% +$981K 0.27% 95
2022
Q4 		$731K Buy
+20,592
New +$758K 0.12% 140

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 22.9% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KMG Fiduciary Partners's VUG Position: Q1 2026 in Review

KMG Fiduciary Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 4,638 shares — an estimated $377K sold.

KMG Fiduciary Partners first reported a position in VUG in Q4 2022 and held it in 13 quarters. The position peaked at $3.9M in Q3 2025. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • KMG Fiduciary Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 4,638 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $377K.
  • KMG Fiduciary Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 13 quarters.
  • KMG Fiduciary Partners's Vanguard Morningstar Growth ETF position peaked at $3.9M in Q3 2025.
  • 2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on KMG Fiduciary Partners's 13F filing for Q1 2026, filed 13 Apr 2026.