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

HFG 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
2026
Q1 		$816K Buy
11,208
+84
+0.8% +$6.54K 0.45% 31
2025
Q4 		$905K Sell
11,124
-12
-0.1% -$974 0.5% 30
2025
Q3 		$890K Sell
11,136
-648
-5% -$49.5K 0.48% 31
2025
Q2 		$728K Buy
11,784
+66
+0.6% +$4.34K 0.44% 33
2025
Q1 		$802K Buy
11,718
+4,284
+58% +$289K 0.49% 31
2024
Q4 		$476K Sell
7,434
-414
-5% -$27.8K 0.31% 31
2024
Q3 		$489K Hold
7,848
– – 0.31% 32
2024
Q2 		$489K Buy
7,848
+240
+3% +$14K 0.31% 32
2024
Q1 		$436K Sell
7,608
-60,900
-89% -$3.35M 0.26% 28
2023
Q4 		$3.55M Buy
+68,508
New +$3.31M 0.87% 23
2023
Q1 		$15.7M Buy
+377,244
New +$14.7M 3.25% 8

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

HFG Wealth Management's VUG Position: Q1 2026 in Review

HFG Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.76% in Q1 2026, buying an estimated $6.54K and bringing the position to 11,208 shares worth $816K. The position accounts for 0.45% of the portfolio, ranked #31.

HFG Wealth Management first reported a position in VUG in Q1 2023 and has held it in 11 quarters since. The position peaked at $15.7M in Q1 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • HFG Wealth Management held 11,208 shares of Vanguard Growth ETF worth $816K as of Q1 2026.
  • HFG Wealth Management bought 84 Vanguard Growth ETF shares in Q1 2026, an estimated $6.54K.
  • Vanguard Growth ETF made up 0.45% of HFG Wealth Management's portfolio in Q1 2026, its #31 holding.
  • HFG Wealth Management first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 11 quarters since.
  • HFG Wealth Management's Vanguard Growth ETF position peaked at $15.7M in Q1 2023.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.