LKWM
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Lee-Kelleher Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Lee-Kelleher 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
Q2 		$347K Buy
4,025
+137
+4% +$11.5K 0.18% 33
2026
Q1 		$283K Buy
3,888
+1,266
+48% +$98.5K 0.17% 35
2025
Q4 		$213K Sell
2,622
-186
-7% -$15.1K 0.13% 40
2025
Q3 		$224K Buy
+2,808
New +$215K 0.14% 37
2025
Q1 		– Sell
-5,664
Closed -$387K – 41
2024
Q4 		$387K Buy
+5,664
New +$381K 0.28% 27

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Lee-Kelleher Wealth Management's VUG Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its Vanguard Growth ETF (VUG) stake by 3.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 4,025 shares worth $347K. The position accounts for 0.18% of the portfolio, ranked #33.

Lee-Kelleher Wealth Management first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. The position peaked at $387K in Q4 2024. 826 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lee-Kelleher Wealth Management held 4,025 shares of Vanguard Growth ETF worth $347K as of Q2 2026.
  • Lee-Kelleher Wealth Management bought 137 Vanguard Growth ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Growth ETF made up 0.18% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Lee-Kelleher Wealth Management's Vanguard Growth ETF position peaked at $387K in Q4 2024.
  • 826 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.