Kovitz Investment Group Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kovitz Investment Group 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	$533K	Sell	7,326 -18	-0.2%	-$1.4K	0.01%	393
2025 Q4	$597K	Sell	7,344 -831,294	-99%	-$67.5M	0.01%	377
2025 Q3	$67M	Sell	838,638 -14,586	-2%	-$1.11M	0.26%	84
2025 Q2	$62.3M	Sell	853,224 -17,256	-2%	-$1.14M	0.27%	87
2025 Q1	$53.8M	Sell	870,480 -113,256	-12%	-$7.64M	0.27%	90
2024 Q4	$67.3M	Buy	983,736 +33,108	+3%	+$2.22M	0.33%	74
2024 Q3	$57.4M	Buy	950,628 +874,080	+1,142%	+$54.2M	0.41%	58
2024 Q2	$4.78M	Buy	76,548 +61,638	+413%	+$3.59M	0.04%	296
2024 Q1	$855K	Buy	14,910 +8,310	+126%	+$457K	0.01%	432
2023 Q4	$342K	Sell	6,600 -22,290	-77%	-$1.08M	0.01%	355
2023 Q3	$1.31M	Sell	28,890 -20,334	-41%	-$960K	0.02%	258
2023 Q2	$2.32M	Sell	49,224 -8,220	-14%	-$356K	0.03%	235
2023 Q1	$2.39M	Buy	+57,444	New	+$2.23M	0.04%	228

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners's VUG Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.25% in Q1 2026, selling an estimated $1.4K and leaving 7,326 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #393.

Kovitz Investment Group Partners first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $67.3M in Q4 2024. 2,726 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Kovitz Investment Group Partners held 7,326 shares of Vanguard Morningstar Growth ETF worth $533K as of Q1 2026.
Kovitz Investment Group Partners sold 18 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.4K.
Vanguard Morningstar Growth ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #393 holding.
Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 13 quarters since.
Kovitz Investment Group Partners's Vanguard Morningstar Growth ETF position peaked at $67.3M in Q4 2024.
2,726 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.