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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
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

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

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

HHM Wealth Advisors reduced its Vanguard Morningstar 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. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HHM Wealth Advisors held 47,512 shares of Vanguard Morningstar Growth ETF worth $4.09M as of Q2 2026.
  • HHM Wealth Advisors sold 302 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $25.4K.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • HHM Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $4.16M in Q3 2025.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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