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Hantz Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hantz Financial Services’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 		$775K Buy
8,994
+336
+4% +$28.3K 0.01% 586
2026
Q1 		$630K Buy
8,658
+3,138
+57% +$244K 0.01% 585
2025
Q4 		$449K Buy
5,520
+246
+5% +$20K 0.01% 618
2025
Q3 		$422K Buy
5,274
+48
+0.9% +$3.67K 0.01% 582
2025
Q2 		$382K Sell
5,226
-174
-3% -$11.5K 0.01% 548
2025
Q1 		$334K Buy
5,400
+834
+18% +$56.2K 0.01% 530
2024
Q4 		$312K Sell
4,566
-588
-11% -$39.5K 0.01% 532
2024
Q3 		$330K Sell
5,154
-1,176
-19% -$72.9K 0.01% 527
2024
Q2 		$395K Buy
+6,330
New +$369K 0.01% 521
2023
Q2 		– Sell
-5,970
Closed -$248K – 1181
2023
Q1 		$248K Buy
5,970
+114
+2% +$4.43K 0.01% 527
2022
Q4 		$208K Buy
5,856
+2,460
+72% +$90.5K 0.01% 536
2022
Q3 		$121K Hold
3,396
– – ﹤0.01% 545
2022
Q2 		$126K Sell
3,396
-330
-9% -$13.6K ﹤0.01% 539
2022
Q1 		$179K Sell
3,726
-804
-18% -$38K 0.01% 533
2021
Q4 		$242K Buy
4,530
+1,416
+45% +$73.8K 0.01% 496
2021
Q3 		$151K Sell
3,114
-570
-15% -$28.4K ﹤0.01% 513
2021
Q2 		$176K Buy
+3,684
New +$167K 0.01% 469

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

Hantz Financial Services's VUG Position: Q2 2026 in Review

Hantz Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.9% in Q2 2026, buying an estimated $28.3K and bringing the position to 8,994 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #586.

Hantz Financial Services first reported a position in VUG in Q2 2021 and has held it in 17 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hantz Financial Services held 8,994 shares of Vanguard Morningstar Growth ETF worth $775K as of Q2 2026.
  • Hantz Financial Services bought 336 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $28.3K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #586 holding.
  • Hantz Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 17 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.