HWA
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HHM Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

HHM Wealth Advisors’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 		$4.09M Sell
47,512
-302
-0.6% -$25.4K 0.41% 21
2026
Q1 		$3.48M Sell
47,814
-798
-2% -$62.1K 0.4% 22
2025
Q4 		$3.95M Sell
48,612
-3,480
-7% -$282K 0.47% 20
2025
Q3 		$4.16M Sell
52,092
-4,284
-8% -$327K 0.48% 19
2025
Q2 		$4.12M Buy
56,376
+2,358
+4% +$155K 0.49% 18
2025
Q1 		$3.34M Buy
54,018
+666
+1% +$44.9K 0.45% 20
2024
Q4 		$3.65M Buy
53,352
+1,248
+2% +$83.8K 0.5% 19
2024
Q3 		$3.33M Buy
52,104
+11,622
+29% +$720K 0.47% 19
2024
Q2 		$2.52M Sell
40,482
-6,162
-13% -$359K 0.38% 23
2024
Q1 		$2.68M Sell
46,644
-1,284
-3% -$70.6K 0.44% 20
2023
Q4 		$2.48M Hold
47,928
– – 0.43% 20
2023
Q3 		$2.18M Sell
47,928
-72
-0.2% -$3.4K 0.42% 21
2023
Q2 		$2.26M Buy
48,000
+4,614
+11% +$200K 0.42% 22
2023
Q1 		$1.8M Sell
43,386
-1,722
-4% -$67K 0.37% 27
2022
Q4 		$1.6M Buy
+45,108
New +$1.66M 0.37% 27

Other funds holding VUG

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HHM Wealth Advisors's VUG Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.63% in Q2 2026, selling an estimated $25.4K and leaving 47,512 shares worth $4.09M. The position accounts for 0.41% of the portfolio, ranked #21.

HHM Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.16M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HHM Wealth Advisors held 47,512 shares of Vanguard Growth ETF worth $4.09M as of Q2 2026.
  • HHM Wealth Advisors sold 302 Vanguard Growth ETF shares in Q2 2026, an estimated $25.4K.
  • Vanguard Growth ETF made up 0.41% of HHM Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • HHM Wealth Advisors's Vanguard Growth ETF position peaked at $4.16M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.