HighTower Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HighTower 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
2022 Q1	–	Sell	-6	Closed	-$10K	–	3712
2021 Q4	$10K	Buy	+6	New	+$313	﹤0.01%	3156
2020 Q3	–	Sell	-6,000	Closed	-$2K	–	2712
2020 Q2	$2K	Hold	6,000	–	–	﹤0.01%	2389
2020 Q1	$16K	Buy	+6,000	New	+$180K	﹤0.01%	2094

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

HighTower Advisors's VUG Position: Q2 2026 in Review

HighTower Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.97% in Q2 2026, buying an estimated $7.75M and bringing the position to 9,627,196 shares worth $829M. The position accounts for 0.8% of the portfolio, ranked #18.

HighTower Advisors first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

HighTower Advisors held 9,627,196 shares of Vanguard Morningstar Growth ETF worth $829M as of Q2 2026.
HighTower Advisors bought 92,068 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.75M.
Vanguard Morningstar Growth ETF made up 0.8% of HighTower Advisors's portfolio in Q2 2026, its #18 holding.
HighTower Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.