KWM
VUG icon

KW Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

KW Wealth Management’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 		– Sell
-12,972
Closed -$1.05M – 75
2025
Q4 		$1.05M Sell
12,972
-588
-4% -$47.7K 1.6% 16
2025
Q3 		$1.08M Buy
+13,560
New +$1.04M 1.85% 15

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KW Wealth Management's VUG Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 12,972 shares — an estimated $1.05M sold.

KW Wealth Management first reported a position in VUG in Q3 2025 and held it in 2 quarters. The position peaked at $1.08M in Q3 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • KW Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 12,972 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.05M.
  • KW Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.08M in Q3 2025.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.