High Net Worth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

High Net Worth Advisory Group’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	$8M	Buy	92,831 +983	+1%	+$82.7K	1.7%	10
2026 Q1	$6.69M	Buy	91,848 +78	+0.1%	+$6.07K	1.56%	12
2025 Q4	$7.46M	Sell	91,770 -1,974	-2%	-$160K	1.72%	11
2025 Q3	$7.49M	Buy	93,744 +4,770	+5%	+$365K	1.8%	10
2025 Q2	$6.51M	Buy	88,974 +876	+1%	+$57.7K	1.72%	11
2025 Q1	$5.45M	Buy	88,098 +1,596	+2%	+$108K	1.54%	12
2024 Q4	$5.92M	Buy	86,502 +3,192	+4%	+$214K	1.65%	12
2024 Q3	$5.33M	Buy	83,310 +3,252	+4%	+$202K	1.46%	15
2024 Q2	$4.99M	Buy	80,058 +11,136	+16%	+$649K	1.51%	16
2024 Q1	$3.95M	Buy	68,922 +14,346	+26%	+$789K	1.24%	22
2023 Q4	$2.83M	Buy	54,576 +7,734	+17%	+$373K	1.05%	23
2023 Q3	$2.13M	Buy	46,842 +576	+1%	+$27.2K	0.85%	29
2023 Q2	$2.18M	Sell	46,266 -924	-2%	-$40.1K	0.85%	31
2023 Q1	$1.96M	Sell	47,190 -174	-0.4%	-$6.77K	0.8%	31
2022 Q4	$1.68M	Sell	47,364 -300	-0.6%	-$11K	0.65%	39
2022 Q3	$1.7M	Sell	47,664 -264	-0.6%	-$10.6K	0.73%	29
2022 Q2	$1.78M	Sell	47,928 -2,724	-5%	-$112K	0.74%	34
2022 Q1	$2.43M	Buy	50,652 +1,788	+4%	+$84.6K	0.88%	23
2021 Q4	$2.61M	Buy	+48,864	New	+$2.55M	0.91%	24

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

High Net Worth Advisory Group's VUG Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, buying an estimated $82.7K and bringing the position to 92,831 shares worth $8M. The position accounts for 1.7% of the portfolio, ranked #10.

High Net Worth Advisory Group first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

High Net Worth Advisory Group held 92,831 shares of Vanguard Morningstar Growth ETF worth $8M as of Q2 2026.
High Net Worth Advisory Group bought 983 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $82.7K.
Vanguard Morningstar Growth ETF made up 1.7% of High Net Worth Advisory Group's portfolio in Q2 2026, its #10 holding.
High Net Worth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.