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 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

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 22.96% 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

HF Advisory Group's VUG Position: Q2 2026 in Review

HF Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.96% in Q2 2026, selling an estimated $13.9K and leaving 17,067 shares worth $1.47M. The position accounts for 0.45% of the portfolio, ranked #76.

HF Advisory Group first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

HF Advisory Group held 17,067 shares of Vanguard Morningstar Growth ETF worth $1.47M as of Q2 2026.
HF Advisory Group sold 165 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.9K.
Vanguard Morningstar Growth ETF made up 0.45% of HF Advisory Group's portfolio in Q2 2026, its #76 holding.
HF Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.