KPP Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

KPP Advisory 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	$2.62M	Buy	30,372 +294	+1%	+$24.7K	0.33%	72
2026 Q1	$2.19M	Buy	30,078 +798	+3%	+$62.1K	0.32%	76
2025 Q4	$2.38M	Buy	29,280 +228	+0.8%	+$18.5K	0.35%	67
2025 Q3	$2.32M	Buy	29,052 +1,584	+6%	+$121K	0.34%	64
2025 Q2	$2.01M	Sell	27,468 -2,694	-9%	-$177K	0.33%	69
2025 Q1	$1.86M	Buy	30,162 +18,768	+165%	+$1.27M	0.35%	67
2024 Q4	$780K	Buy	11,394 +7,734	+211%	+$520K	0.18%	108
2024 Q3	$234K	Sell	3,660 -5,940	-62%	-$368K	0.06%	226
2024 Q2	$598K	Sell	9,600 -1,506	-14%	-$87.8K	0.16%	114
2024 Q1	$637K	Buy	11,106 +876	+9%	+$48.2K	0.17%	109
2023 Q4	$530K	Buy	+10,230	New	+$494K	0.47%	55

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

KPP Advisory Services's VUG Position: Q2 2026 in Review

KPP Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.98% in Q2 2026, buying an estimated $24.7K and bringing the position to 30,372 shares worth $2.62M. The position accounts for 0.33% of the portfolio, ranked #72.

KPP Advisory Services first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

KPP Advisory Services held 30,372 shares of Vanguard Morningstar Growth ETF worth $2.62M as of Q2 2026.
KPP Advisory Services bought 294 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24.7K.
Vanguard Morningstar Growth ETF made up 0.33% of KPP Advisory Services's portfolio in Q2 2026, its #72 holding.
KPP Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.