HIF
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Hill Island Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hill Island Financial’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 		$7.51M Sell
87,137
-2,269
-3% -$191K 1.6% 12
2026
Q1 		$6.51M Sell
89,406
-2,928
-3% -$228K 1.58% 13
2025
Q4 		$7.51M Sell
92,334
-7,830
-8% -$635K 1.8% 12
2025
Q3 		$8.01M Sell
100,164
-4,428
-4% -$338K 2% 11
2025
Q2 		$7.64M Sell
104,592
-314,400
-75% -$20.7M 2.13% 10
2025
Q1 		$25.9M Buy
418,992
+17,604
+4% +$1.19M 7.59% 5
2024
Q4 		$27.5M Sell
401,388
-558
-0.1% -$37.5K 8.02% 5
2024
Q3 		$25.7M Buy
401,946
+2,244
+0.6% +$139K 7.78% 5
2024
Q2 		$24.9M Sell
399,702
-5,700
-1% -$332K 8.15% 5
2024
Q1 		$23.3M Sell
405,402
-23,436
-5% -$1.29M 7.68% 5
2023
Q4 		$22.2M Buy
428,838
+7,440
+2% +$359K 7.57% 5
2023
Q3 		$19.1M Buy
421,398
+2,934
+0.7% +$139K 7.6% 5
2023
Q2 		$19.7M Buy
418,464
+6,966
+2% +$302K 7.48% 5
2023
Q1 		$17.1M Buy
411,498
+40,026
+11% +$1.56M 6.91% 6
2022
Q4 		$13.2M Sell
371,472
-119,766
-24% -$4.41M 5.72% 6
2022
Q3 		$17.5M Buy
491,238
+13,284
+3% +$534K 8.15% 5
2022
Q2 		$17.8M Buy
477,954
+28,032
+6% +$1.15M 7.88% 5
2022
Q1 		$21.6M Buy
449,922
+30,684
+7% +$1.45M 7.94% 5
2021
Q4 		$22.4M Buy
+419,238
New +$21.8M 8% 5

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

Hill Island Financial's VUG Position: Q2 2026 in Review

Hill Island Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $191K and leaving 87,137 shares worth $7.51M. The position accounts for 1.6% of the portfolio, ranked #12.

Hill Island Financial first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.5M in Q4 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hill Island Financial held 87,137 shares of Vanguard Morningstar Growth ETF worth $7.51M as of Q2 2026.
  • Hill Island Financial sold 2,269 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $191K.
  • Vanguard Morningstar Growth ETF made up 1.6% of Hill Island Financial's portfolio in Q2 2026, its #12 holding.
  • Hill Island Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Hill Island Financial's Vanguard Morningstar Growth ETF position peaked at $27.5M in Q4 2024.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.