HW
VUG icon

Hamilton Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hamilton Wealth’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 		$561K Sell
6,516
-522
-7% -$43.9K 0.1% 67
2026
Q1 		$512K Sell
7,038
-504
-7% -$39.2K 0.1% 68
2025
Q4 		$613K Buy
7,542
+3,036
+67% +$246K 0.12% 67
2025
Q3 		$360K Buy
4,506
+102
+2% +$7.79K 0.08% 78
2025
Q2 		$322K Sell
4,404
-234
-5% -$15.4K 0.07% 80
2025
Q1 		$287K Sell
4,638
-1,758
-27% -$119K 0.07% 81
2024
Q4 		$438K Sell
6,396
-54
-0.8% -$3.63K 0.11% 62
2024
Q3 		$413K Sell
6,450
-762
-11% -$47.2K 0.1% 66
2024
Q2 		$450K Buy
7,212
+396
+6% +$23.1K 0.12% 56
2024
Q1 		$391K Sell
6,816
-222
-3% -$12.2K 0.12% 69
2023
Q4 		$365K Buy
7,038
+24
+0.3% +$1.16K 0.11% 64
2023
Q3 		$318K Sell
7,014
-372
-5% -$17.6K 0.11% 68
2023
Q2 		$348K Sell
7,386
-162
-2% -$7.03K 0.12% 65
2023
Q1 		$314K Buy
7,548
+312
+4% +$12.1K 0.11% 66
2022
Q4 		$257K Buy
+7,236
New +$266K 0.1% 68
2021
Q1 		– Sell
-5,364
Closed -$226K – 68
2020
Q4 		$226K Sell
5,364
-402
-7% -$16K 0.12% 49
2020
Q3 		$219K Buy
+5,766
New +$213K 0.12% 49

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

Hamilton Wealth's VUG Position: Q2 2026 in Review

Hamilton Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.4% in Q2 2026, selling an estimated $43.9K and leaving 6,516 shares worth $561K. The position accounts for 0.1% of the portfolio, ranked #67.

Hamilton Wealth first reported a position in VUG in Q3 2020 and has held it in 17 quarters since. The position peaked at $613K in Q4 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hamilton Wealth held 6,516 shares of Vanguard Morningstar Growth ETF worth $561K as of Q2 2026.
  • Hamilton Wealth sold 522 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $43.9K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Hamilton Wealth's portfolio in Q2 2026, its #67 holding.
  • Hamilton Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 17 quarters since.
  • Hamilton Wealth's Vanguard Morningstar Growth ETF position peaked at $613K in Q4 2025.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.