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Financial Planning Hawaii’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Planning Hawaii’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 		$249K Sell
2,886
-330
-10% -$27.8K 0.13% 123
2026
Q1 		$234K Buy
3,216
+18
+0.6% +$1.4K 0.14% 116
2025
Q4 		$260K Buy
+3,198
New +$260K 0.15% 113

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Planning Hawaii's VUG Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, selling an estimated $27.8K and leaving 2,886 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #123.

Financial Planning Hawaii first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q4 2025. 1,946 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Planning Hawaii held 2,886 shares of Vanguard Morningstar Growth ETF worth $249K as of Q2 2026.
  • Financial Planning Hawaii sold 330 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $27.8K.
  • Vanguard Morningstar Growth ETF made up 0.13% of Financial Planning Hawaii's portfolio in Q2 2026, its #123 holding.
  • Financial Planning Hawaii first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Vanguard Morningstar Growth ETF position peaked at $260K in Q4 2025.
  • 1,946 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.