Hamilton Point Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hamilton Point Investment Advisors’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	$217K	Hold	2,520	–	–	0.03%	137
2026 Q1	$183K	Hold	2,520	–	–	0.03%	138
2025 Q4	$205K	Sell	2,520 -1,608	-39%	-$130K	0.03%	139
2025 Q3	$330K	Hold	4,128	–	–	0.05%	108
2025 Q2	$302K	Hold	4,128	–	–	0.05%	113
2025 Q1	$255K	Buy	4,128 +858	+26%	+$57.9K	0.05%	113
2024 Q4	$224K	Buy	3,270 +588	+22%	+$39.5K	0.04%	118
2024 Q3	$172K	Hold	2,682	–	–	0.03%	124
2024 Q2	$167K	Hold	2,682	–	–	0.03%	117
2024 Q1	$154K	Sell	2,682 -180	-6%	-$9.9K	0.03%	122
2023 Q4	$148K	Hold	2,862	–	–	0.03%	126
2023 Q3	$130K	Hold	2,862	–	–	0.03%	119
2023 Q2	$135K	Hold	2,862	–	–	0.03%	123
2023 Q1	$119K	Buy	+2,862	New	+$111K	0.03%	120

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Hamilton Point Investment Advisors's VUG Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,520 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #137.

Hamilton Point Investment Advisors first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $330K in Q3 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hamilton Point Investment Advisors held 2,520 shares of Vanguard Morningstar Growth ETF worth $217K as of Q2 2026.
Hamilton Point Investment Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #137 holding.
Hamilton Point Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $330K in Q3 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.