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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
Q2 		$6.38M Buy
74,024
+956
+1% +$80.4K 3.68% 3
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
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

Kuhn & Co Investment Counsel's VUG Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, buying an estimated $80.4K and bringing the position to 74,024 shares worth $6.38M. The position accounts for 3.68% of the portfolio, ranked #3.

Kuhn & Co Investment Counsel first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Kuhn & Co Investment Counsel held 74,024 shares of Vanguard Morningstar Growth ETF worth $6.38M as of Q2 2026.
  • Kuhn & Co Investment Counsel bought 956 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $80.4K.
  • Vanguard Morningstar Growth ETF made up 3.68% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #3 holding.
  • Kuhn & Co Investment Counsel first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.