HHM Wealth Advisors
VUG icon

HHM Wealth Advisors’s Vanguard Morningstar 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
Q3 		$4.28M Sell
47,460
-52
-0.1% -$4.55K 0.4% 21
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HHM Wealth Advisors's VUG Position: Q3 2026 in Review

HHM Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.11% in Q3 2026, selling an estimated $4.55K and leaving 47,460 shares worth $4.28M. The position accounts for 0.4% of the portfolio, ranked #21.

HHM Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • HHM Wealth Advisors held 47,460 shares of Vanguard Morningstar Growth ETF worth $4.28M as of Q3 2026.
  • HHM Wealth Advisors sold 52 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $4.55K.
  • Vanguard Morningstar Growth ETF made up 0.4% of HHM Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.