Kuhn & Co Investment Counsel’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kuhn & Co Investment Counsel’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	$5.32M	Buy	73,068 +11,364	+18%	+$884K	3.43%	4
2025 Q4	$5.02M	Buy	61,704 +15,834	+35%	+$1.28M	3.34%	6
2025 Q3	$3.67M	Sell	45,870 -13,572	-23%	-$1.04M	2.9%	6
2025 Q2	$4.34M	Buy	59,442 +4,728	+9%	+$311K	3.28%	4
2025 Q1	$3.38M	Buy	54,714 +450	+0.8%	+$30.3K	2.85%	6
2024 Q4	$3.71M	Sell	54,264 -612	-1%	-$41.1K	3.16%	5
2024 Q3	$3.51M	Sell	54,876 -2,046	-4%	-$127K	3%	5
2024 Q2	$3.55M	Buy	56,922 +240	+0.4%	+$14K	3.18%	4
2024 Q1	$3.25M	Buy	56,682 +3,612	+7%	+$199K	3.06%	4
2023 Q4	$2.75M	Buy	+53,070	New	+$2.56M	2.82%	3

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 $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Kuhn & Co Investment Counsel's VUG Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q1 2026, buying an estimated $884K and bringing the position to 73,068 shares worth $5.32M. The position accounts for 3.43% of the portfolio, ranked #4.

Kuhn & Co Investment Counsel first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Kuhn & Co Investment Counsel held 73,068 shares of Vanguard Morningstar Growth ETF worth $5.32M as of Q1 2026.
Kuhn & Co Investment Counsel bought 11,364 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $884K.
Vanguard Morningstar Growth ETF made up 3.43% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #4 holding.
Kuhn & Co Investment Counsel first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.