Hegarty Advisors
VUG icon

Hegarty Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hegarty Advisors’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 		$680K Buy
7,545
+1
+0% +$88 0.42% 40
2026
Q2 		$650K Buy
7,544
+2
+0% +$168 0.45% 39
2026
Q1 		$549K Buy
7,542
+810
+12% +$63K 0.43% 42
2025
Q4 		$547K Buy
+6,732
New +$546K 0.48% 35

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hegarty Advisors's VUG Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.01% in Q3 2026, buying an estimated $88 and bringing the position to 7,545 shares worth $680K. The position accounts for 0.42% of the portfolio, ranked #40.

Hegarty Advisors first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Hegarty Advisors held 7,545 shares of Vanguard Morningstar Growth ETF worth $680K as of Q3 2026.
  • Hegarty Advisors bought 1 Vanguard Morningstar Growth ETF share in Q3 2026, an estimated $88.
  • Vanguard Morningstar Growth ETF made up 0.42% of Hegarty Advisors's portfolio in Q3 2026, its #40 holding.
  • Hegarty Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.