HFG Wealth Management
VUG icon

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
Q3 		$651K Hold
7,555
– – 0.66% 24
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

HFG Wealth Management's VUG Position: Q3 2026 in Review

HFG Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 7,555 shares worth $651K. The position accounts for 0.66% of the portfolio, ranked #24.

HFG Wealth Management first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.7M in Q1 2023. 1,386 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • HFG Wealth Management held 7,555 shares of Vanguard Morningstar Growth ETF worth $651K as of Q3 2026.
  • HFG Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.66% of HFG Wealth Management's portfolio in Q3 2026, its #24 holding.
  • HFG Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • HFG Wealth Management's Vanguard Morningstar Growth ETF position peaked at $15.7M in Q1 2023.
  • 1,386 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.