HF Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HF Advisory Group’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	$1.52M	Sell	16,888 -179	-1%	-$15.7K	0.45%	70
2026 Q2	$1.47M	Sell	17,067 -165	-1%	-$13.9K	0.45%	76
2026 Q1	$1.25M	Buy	17,232 +390	+2%	+$30.3K	0.43%	80
2025 Q4	$1.37M	Buy	16,842 +594	+4%	+$48.2K	0.48%	75
2025 Q3	$1.3M	Sell	16,248 -300	-2%	-$22.9K	0.48%	78
2025 Q2	$1.21M	Sell	16,548 -678	-4%	-$44.6K	0.48%	78
2025 Q1	$1.06M	Buy	17,226 +408	+2%	+$27.5K	0.47%	85
2024 Q4	$1.15M	Sell	16,818 -1,632	-9%	-$110K	0.53%	72
2024 Q3	$1.18M	Sell	18,450 -276	-1%	-$17.1K	0.55%	67
2024 Q2	$1.17M	Buy	18,726 +114	+0.6%	+$6.65K	0.6%	61
2024 Q1	$1.07M	Buy	18,612 +240	+1%	+$13.2K	0.6%	63
2023 Q4	$952K	Sell	18,372 -360	-2%	-$17.4K	0.61%	59
2023 Q3	$850K	Sell	18,732 -978	-5%	-$46.2K	0.63%	58
2023 Q2	$930K	Buy	19,710 +126	+0.6%	+$5.46K	0.73%	52
2023 Q1	$814K	Buy	19,584 +912	+5%	+$35.5K	0.72%	50
2022 Q4	$663K	Buy	+18,672	New	+$687K	0.67%	58

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

HF Advisory Group's VUG Position: Q3 2026 in Review

HF Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1% in Q3 2026, selling an estimated $15.7K and leaving 16,888 shares worth $1.52M. The position accounts for 0.45% of the portfolio, ranked #70.

HF Advisory Group first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

HF Advisory Group held 16,888 shares of Vanguard Morningstar Growth ETF worth $1.52M as of Q3 2026.
HF Advisory Group sold 179 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $15.7K.
Vanguard Morningstar Growth ETF made up 0.45% of HF Advisory Group's portfolio in Q3 2026, its #70 holding.
HF Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.