Hershey Financial Advisers’s Vanguard Morningstar 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 Q2	$693K	Sell	8,042 -16,540	-67%	-$1.39M	0.5%	56
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Hershey Financial Advisers's VUG Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Morningstar Growth ETF (VUG) stake by 67% in Q2 2026, selling an estimated $1.39M and leaving 8,042 shares worth $693K. The position accounts for 0.5% of the portfolio, ranked #56.

Hershey Financial Advisers first reported a position in VUG in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q1 2026. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hershey Financial Advisers held 8,042 shares of Vanguard Morningstar Growth ETF worth $693K as of Q2 2026.
Hershey Financial Advisers sold 16,540 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.39M.
Vanguard Morningstar Growth ETF made up 0.5% of Hershey Financial Advisers's portfolio in Q2 2026, its #56 holding.
Hershey Financial Advisers first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Vanguard Morningstar Growth ETF position peaked at $1.79M in Q1 2026.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.