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 Q3	$31.1M	Buy	345,300 +6,727	+2%	+$589K	12.09%	3
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Hiley Hunt Wealth Management's VUG Position: Q3 2026 in Review

Hiley Hunt Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q3 2026, buying an estimated $589K and bringing the position to 345,300 shares worth $31.1M. The position accounts for 12.09% of the portfolio, ranked #3.

Hiley Hunt Wealth Management first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 2,033 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Hiley Hunt Wealth Management held 345,300 shares of Vanguard Morningstar Growth ETF worth $31.1M as of Q3 2026.
Hiley Hunt Wealth Management bought 6,727 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $589K.
Vanguard Morningstar Growth ETF made up 12.09% of Hiley Hunt Wealth Management's portfolio in Q3 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 12 quarters since.
2,033 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.