HB Wealth Management
VUG icon

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
Q3 		$66.1M Buy
733,648
+175,945
+32% +$15.4M 0.34% 41
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% +$9.8M 0.41% 25
2021
Q4 		$13.6M Buy
+254,850
New +$13.3M 0.27% 31

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

HB Wealth Management's VUG Position: Q3 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q3 2026, buying an estimated $15.4M and bringing the position to 733,648 shares worth $66.1M. The position accounts for 0.34% of the portfolio, ranked #41.

HB Wealth Management first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • HB Wealth Management held 733,648 shares of Vanguard Morningstar Growth ETF worth $66.1M as of Q3 2026.
  • HB Wealth Management bought 175,945 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $15.4M.
  • Vanguard Morningstar Growth ETF made up 0.34% of HB Wealth Management's portfolio in Q3 2026, its #41 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.