Hiley Hunt Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hiley Hunt Wealth Management’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	$29.2M	Buy	338,573 +4,391	+1%	+$369K	11.52%	3
2026 Q1	$24.3M	Buy	334,182 +5,406	+2%	+$421K	10.73%	3
2025 Q4	$26.7M	Sell	328,776 -23,448	-7%	-$1.9M	11.96%	3
2025 Q3	$28.2M	Sell	352,224 -13,188	-4%	-$1.01M	13.25%	2
2025 Q2	$26.7M	Buy	365,412 +3,846	+1%	+$253K	13.5%	2
2025 Q1	$22.5M	Sell	361,566 -10,854	-3%	-$732K	12.3%	3
2024 Q4	$25.5M	Sell	372,420 -564	-0.2%	-$37.9K	14.14%	2
2024 Q3	$23.9M	Sell	372,984 -2,544	-0.7%	-$158K	13.67%	2
2024 Q2	$23.4M	Sell	375,528 -26,454	-7%	-$1.54M	14.46%	2
2024 Q1	$23.1M	Buy	401,982 +1,722	+0.4%	+$94.7K	15.11%	2
2023 Q4	$20.7M	Buy	+400,260	New	+$19.3M	15.34%	2

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

Hiley Hunt Wealth Management's VUG Position: Q2 2026 in Review

Hiley Hunt Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, buying an estimated $369K and bringing the position to 338,573 shares worth $29.2M. The position accounts for 11.52% of the portfolio, ranked #3.

Hiley Hunt Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hiley Hunt Wealth Management held 338,573 shares of Vanguard Morningstar Growth ETF worth $29.2M as of Q2 2026.
Hiley Hunt Wealth Management bought 4,391 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $369K.
Vanguard Morningstar Growth ETF made up 11.52% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #3 holding.
Hiley Hunt Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.