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HB Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HB Wealth Management’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 		$48M Buy
557,703
+72,855
+15% +$6.13M 0.27% 53
2026
Q1 		$35.3M Buy
484,848
+25,086
+5% +$1.95M 0.23% 57
2025
Q4 		$37.4M Sell
459,762
-5,046
-1% -$410K 0.24% 55
2025
Q3 		$37.2M Buy
464,808
+35,982
+8% +$2.75M 0.25% 55
2025
Q2 		$31.3M Sell
428,826
-12,606
-3% -$830K 0.25% 54
2025
Q1 		$27.3M Buy
441,432
+37,356
+9% +$2.52M 0.23% 61
2024
Q4 		$27.6M Buy
404,076
+14,178
+4% +$952K 0.28% 44
2024
Q3 		$24.9M Sell
389,898
-8,904
-2% -$552K 0.27% 43
2024
Q2 		$24.9M Buy
398,802
+22,242
+6% +$1.3M 0.29% 40
2024
Q1 		$21.6M Sell
376,560
-11,538
-3% -$634K 0.27% 40
2023
Q4 		$20.1M Buy
388,098
+21,942
+6% +$1.06M 0.29% 38
2023
Q3 		$16.6M Buy
366,156
+8,934
+3% +$422K 0.27% 44
2023
Q2 		$16.8M Sell
357,222
-282
-0.1% -$12.2K 0.27% 40
2023
Q1 		$14.9M Buy
357,504
+8,328
+2% +$324K 0.26% 42
2022
Q4 		$12.4M Buy
349,176
+30,150
+9% +$1.11M 0.23% 55
2022
Q3 		$11.4M Buy
319,026
+26,130
+9% +$1.05M 0.24% 46
2022
Q2 		$10.9M Sell
292,896
-169,890
-37% -$6.98M 0.22% 46
2022
Q1 		$22.2M Buy
462,786
+207,936
+82% +$9.84M 0.41% 25
2021
Q4 		$13.6M Buy
+254,850
New +$13.3M 0.27% 31

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

HB Wealth Management's VUG Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $6.13M and bringing the position to 557,703 shares worth $48M. The position accounts for 0.27% of the portfolio, ranked #53.

HB Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HB Wealth Management held 557,703 shares of Vanguard Morningstar Growth ETF worth $48M as of Q2 2026.
  • HB Wealth Management bought 72,855 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.13M.
  • Vanguard Morningstar Growth ETF made up 0.27% of HB Wealth Management's portfolio in Q2 2026, its #53 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.