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Kohmann Bosshard Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kohmann Bosshard Financial Services’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 		$27.8M Buy
322,697
+22,673
+8% +$1.91M 2.36% 10
2026
Q1 		$21.8M Buy
300,024
+14,844
+5% +$1.15M 2.13% 12
2025
Q4 		$23.2M Sell
285,180
-1,572
-0.5% -$128K 2.07% 11
2025
Q3 		$22.9M Sell
286,752
-7,194
-2% -$550K 2.35% 10
2025
Q2 		$21.5M Buy
293,946
+6,420
+2% +$423K 2.4% 12
2025
Q1 		$17.8M Sell
287,526
-816
-0.3% -$55K 2.1% 14
2024
Q4 		$19.7M Sell
288,342
-15,672
-5% -$1.05M 2.37% 13
2024
Q3 		$19.5M Sell
304,014
-2,886
-0.9% -$179K 2.42% 13
2024
Q2 		$19.1M Sell
306,900
-8,196
-3% -$478K 2.58% 9
2024
Q1 		$18.1M Buy
315,096
+318
+0.1% +$17.5K 2.52% 8
2023
Q4 		$16.3M Buy
314,778
+906
+0.3% +$43.7K 2.48% 11
2023
Q3 		$14.2M Buy
313,872
+12,516
+4% +$591K 2.45% 11
2023
Q2 		$14.2M Sell
301,356
-20,598
-6% -$893K 2.45% 12
2023
Q1 		$13.4M Sell
321,954
-11,412
-3% -$444K 2.51% 12
2022
Q4 		$11.8M Sell
333,366
-182,364
-35% -$6.71M 2.36% 14
2022
Q3 		$18.4M Buy
515,730
+54,390
+12% +$2.19M 4.08% 7
2022
Q2 		$17.1M Buy
461,340
+44,730
+11% +$1.84M 3.79% 7
2022
Q1 		$20M Buy
416,610
+36,702
+10% +$1.74M 3.92% 8
2021
Q4 		$20.4M Sell
379,908
-23,118
-6% -$1.2M 4.09% 8
2021
Q3 		$19.5M Buy
403,026
+18,618
+5% +$926K 4.27% 8
2021
Q2 		$18.4M Buy
384,408
+39,996
+12% +$1.82M 4.22% 9
2021
Q1 		$14.8M Buy
344,412
+121,494
+55% +$5.2M 3.97% 8
2020
Q4 		$9.8M Buy
222,918
+193,968
+670% +$7.74M 3.05% 9
2020
Q3 		$1.1M Buy
28,950
+15,606
+117% +$576K 0.4% 42
2020
Q2 		$450K Buy
13,344
+6,414
+93% +$197K 0.17% 62
2020
Q1 		$181K Hold
6,930
– – 0.08% 85
2019
Q4 		$210K Buy
6,930
+2,094
+43% +$60.5K 0.08% 80
2019
Q3 		$134K Sell
4,836
-60
-1% -$1.67K 0.05% 93
2019
Q2 		$133K Hold
4,896
– – 0.06% 96
2019
Q1 		$128K Sell
4,896
-90
-2% -$2.22K 0.06% 91
2018
Q4 		$112K Hold
4,986
– – 0.06% 94
2018
Q3 		$134K Sell
4,986
-1,188
-19% -$31.1K 0.07% 82
2018
Q2 		$154K Hold
6,174
– – 0.09% 77
2018
Q1 		$146K Sell
6,174
-612
-9% -$14.9K 0.09% 76
2017
Q4 		$159K Hold
6,786
– – 0.1% 71
2017
Q3 		$150K Buy
+6,786
New +$148K 0.11% 71
2017
Q1 		$138K Buy
+6,786
New +$134K 0.12% 73

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

Kohmann Bosshard Financial Services's VUG Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.6% in Q2 2026, buying an estimated $1.91M and bringing the position to 322,697 shares worth $27.8M. The position accounts for 2.36% of the portfolio, ranked #10.

Kohmann Bosshard Financial Services first reported a position in VUG in Q1 2017 and has held it in 37 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kohmann Bosshard Financial Services held 322,697 shares of Vanguard Morningstar Growth ETF worth $27.8M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 22,673 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.91M.
  • Vanguard Morningstar Growth ETF made up 2.36% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #10 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.