Hemington Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Hemington 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
2025 Q3	$965K	Hold	12,084	–	–	0.13%	55
2025 Q2	$882K	Hold	12,084	–	–	0.13%	55
2025 Q1	$746K	Hold	12,084	–	–	0.12%	63
2024 Q4	$826K	Hold	12,084	–	–	0.21%	55
2024 Q3	$771K	Hold	12,084	–	–	0.21%	57
2024 Q2	$753K	Hold	12,084	–	–	0.25%	55
2024 Q1	$694K	Hold	12,084	–	–	0.25%	56
2023 Q4	$626K	Sell	12,084 -504	-4%	-$24.3K	0.24%	55
2023 Q3	$571K	Hold	12,588	–	–	0.27%	46
2023 Q2	$593K	Hold	12,588	–	–	0.24%	47
2023 Q1	$523K	Sell	12,588 -336	-3%	-$13.1K	0.21%	52
2022 Q4	$459K	Buy	12,924 +1,152	+10%	+$42.4K	0.2%	54
2022 Q3	$420K	Sell	11,772 -684	-5%	-$27.5K	0.18%	55
2022 Q2	$463K	Buy	12,456 +684	+6%	+$28.1K	0.18%	60
2022 Q1	$564K	Buy	11,772 +480	+4%	+$22.7K	0.19%	61
2021 Q4	$477K	Sell	11,292 -1,230	-10%	-$64.1K	0.22%	50
2021 Q3	$606K	Sell	12,522 -6	-0%	-$299	0.22%	48
2021 Q2	$599K	Buy	12,528 +1,092	+10%	+$49.6K	0.26%	46
2021 Q1	$490K	Buy	11,436 +144	+1%	+$6.16K	0.21%	53
2020 Q4	$477K	Buy	+11,292	New	+$451K	0.22%	50

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Hemington Wealth Management's VUG Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q3 2025 at 12,084 shares worth $965K. The position accounts for 0.13% of the portfolio, ranked #55.

Hemington Wealth Management first reported a position in VUG in Q4 2020 and has held it in 20 quarters since. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Hemington Wealth Management held 12,084 shares of Vanguard Growth ETF worth $965K as of Q3 2025.
Hemington Wealth Management left its Vanguard Growth ETF share count unchanged in Q3 2025.
Vanguard Growth ETF made up 0.13% of Hemington Wealth Management's portfolio in Q3 2025, its #55 holding.
Hemington Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 20 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.