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HFG Wealth Management’s Vanguard Morningstar 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
Q2 		$651K Sell
7,555
-3,653
-33% -$307K 0.65% 24
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

HFG Wealth Management's VUG Position: Q2 2026 in Review

HFG Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 33% in Q2 2026, selling an estimated $307K and leaving 7,555 shares worth $651K. The position accounts for 0.65% of the portfolio, ranked #24.

HFG Wealth Management first reported a position in VUG in Q1 2023 and has held it in 12 quarters since. The position peaked at $15.7M in Q1 2023. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HFG Wealth Management held 7,555 shares of Vanguard Morningstar Growth ETF worth $651K as of Q2 2026.
  • HFG Wealth Management sold 3,653 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $307K.
  • Vanguard Morningstar Growth ETF made up 0.65% of HFG Wealth Management's portfolio in Q2 2026, its #24 holding.
  • HFG Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • HFG Wealth Management's Vanguard Morningstar Growth ETF position peaked at $15.7M in Q1 2023.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.