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HBW Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HBW Advisory 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 		$1.55M Sell
18,051
-399
-2% -$33.6K 0.14% 154
2026
Q1 		$1.34M Buy
18,450
+1,644
+10% +$128K 0.14% 158
2025
Q4 		$1.37M Buy
16,806
+450
+3% +$36.5K 0.15% 144
2025
Q3 		$1.31M Sell
16,356
-594
-4% -$45.4K 0.15% 148
2025
Q2 		$1.24M Buy
16,950
+126
+0.7% +$8.29K 0.15% 148
2025
Q1 		$1.04M Sell
16,824
-4,350
-21% -$293K 0.15% 140
2024
Q4 		$1.45M Buy
21,174
+162
+0.8% +$10.9K 0.15% 105
2024
Q3 		$1.34M Sell
21,012
-390
-2% -$24.2K 0.2% 116
2024
Q2 		$1.33M Sell
21,402
-144
-0.7% -$8.4K 0.22% 115
2024
Q1 		$1.12M Hold
21,546
– – 0.21% 114
2023
Q4 		$1.12M Sell
21,546
-156
-0.7% -$7.53K 0.21% 114
2023
Q3 		$985K Sell
21,702
-216
-1% -$10.2K 0.21% 115
2023
Q2 		$1.03M Sell
21,918
-324
-1% -$14.1K 0.22% 110
2023
Q1 		$924K Buy
22,242
+420
+2% +$16.3K 0.23% 114
2022
Q4 		$775K Sell
21,822
-9,510
-30% -$350K 0.2% 127
2022
Q3 		$1.12M Sell
31,332
-684
-2% -$27.5K 0.31% 91
2022
Q2 		$1.19M Sell
32,016
-252
-0.8% -$10.4K 0.31% 92
2022
Q1 		$1.55M Buy
32,268
+2,748
+9% +$130K 0.54% 59
2021
Q4 		$1.58M Buy
29,520
+3,114
+12% +$162K 0.37% 72
2021
Q3 		$1.28M Buy
26,406
+15,288
+138% +$761K 0.33% 80
2021
Q2 		$531K Buy
11,118
+3,504
+46% +$159K 0.14% 143
2021
Q1 		$327K Buy
7,614
+1,506
+25% +$64.4K 0.09% 182
2020
Q4 		$258K Buy
6,108
+420
+7% +$16.8K 0.08% 181
2020
Q3 		$216K Buy
+5,688
New +$210K 0.09% 178

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

HBW Advisory Services's VUG Position: Q2 2026 in Review

HBW Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q2 2026, selling an estimated $33.6K and leaving 18,051 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #154.

HBW Advisory Services first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HBW Advisory Services held 18,051 shares of Vanguard Morningstar Growth ETF worth $1.55M as of Q2 2026.
  • HBW Advisory Services sold 399 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $33.6K.
  • Vanguard Morningstar Growth ETF made up 0.14% of HBW Advisory Services's portfolio in Q2 2026, its #154 holding.
  • HBW Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • HBW Advisory Services's Vanguard Morningstar Growth ETF position peaked at $1.58M in Q4 2021.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.