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Kohmann Bosshard Financial Services’s Vanguard 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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its Vanguard 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. 1,082 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kohmann Bosshard Financial Services held 322,697 shares of Vanguard Growth ETF worth $27.8M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 22,673 Vanguard Growth ETF shares in Q2 2026, an estimated $1.91M.
  • Vanguard 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 Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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