HFA
VUG icon

Hershey Financial Advisers’s Vanguard Growth ETF VUG Stock Holding History

Hershey Financial Advisers’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
Q1 		$1.79M Buy
+24,582
New +$1.91M 1.55% 20
2025
Q4 		– Sell
-6,186
Closed -$494K – 111
2025
Q3 		$494K Sell
6,186
-888
-13% -$67.9K 0.42% 64
2025
Q2 		$517K Buy
+7,074
New +$466K 0.46% 56
2024
Q4 		$1.78M Buy
+25,998
New +$1.75M 1.57% 22
2024
Q2 		$1.54M Buy
+24,738
New +$1.44M 1.38% 21

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hershey Financial Advisers's VUG Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 24,582 shares worth $1.79M. The stake represents 1.55% of the portfolio and ranks #20 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in VUG as recently as Q3 2025.

Hershey Financial Advisers first reported a position in VUG in Q2 2024 and has held it in 5 quarters since. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Hershey Financial Advisers held 24,582 shares of Vanguard Growth ETF worth $1.79M as of Q1 2026.
  • Vanguard Growth ETF was a new Hershey Financial Advisers position in Q1 2026.
  • Vanguard Growth ETF made up 1.55% of Hershey Financial Advisers's portfolio in Q1 2026, its #20 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.