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Hazlett, Burt & Watson’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hazlett, Burt & Watson’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 		$711K Buy
8,244
+1,650
+25% +$139K 0.19% 128
2026
Q1 		$482K Buy
6,594
+162
+3% +$12.6K 0.15% 145
2025
Q4 		$524K Buy
6,432
+828
+15% +$67.2K 0.17% 131
2025
Q3 		$448K Buy
5,604
+108
+2% +$8.25K 0.16% 135
2025
Q2 		$402K Buy
5,496
+594
+12% +$39.1K 0.16% 126
2025
Q1 		$302K Sell
4,902
-174
-3% -$11.7K 0.14% 149
2024
Q4 		$349K Buy
5,076
+42
+0.8% +$2.82K 0.15% 134
2024
Q3 		$323K Buy
5,034
+624
+14% +$38.7K 0.15% 149
2024
Q2 		$273K Buy
4,410
+78
+2% +$4.55K 0.14% 148
2024
Q1 		$247K Sell
4,332
-180
-4% -$9.9K 0.15% 146
2023
Q4 		$234K Buy
4,512
+90
+2% +$4.34K 0.16% 137
2023
Q3 		$201K Buy
4,422
+222
+5% +$10.5K 0.15% 143
2023
Q2 		$198K Buy
4,200
+336
+9% +$14.6K 0.15% 137
2023
Q1 		$162K Sell
3,864
-1,014
-21% -$39.4K 0.13% 144
2022
Q4 		$172K Buy
4,878
+906
+23% +$33.3K 0.15% 139
2022
Q3 		$141K Buy
3,972
+720
+22% +$28.9K 0.14% 145
2022
Q2 		$121K Hold
3,252
– – 0.11% 176
2022
Q1 		$156K Buy
+3,252
New +$154K 0.12% 163

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

Hazlett, Burt & Watson's VUG Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Morningstar Growth ETF (VUG) stake by 25% in Q2 2026, buying an estimated $139K and bringing the position to 8,244 shares worth $711K. The position accounts for 0.19% of the portfolio, ranked #128.

Hazlett, Burt & Watson first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hazlett, Burt & Watson held 8,244 shares of Vanguard Morningstar Growth ETF worth $711K as of Q2 2026.
  • Hazlett, Burt & Watson bought 1,650 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Morningstar Growth ETF made up 0.19% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #128 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.