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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hill Island Financial's VUG Position: Q1 2026 in Review

Hill Island Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q1 2026, selling an estimated $228K and leaving 89,406 shares worth $6.51M. The position accounts for 1.58% of the portfolio, ranked #13.

Hill Island Financial first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.5M in Q4 2024. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Hill Island Financial held 89,406 shares of Vanguard Morningstar Growth ETF worth $6.51M as of Q1 2026.
  • Hill Island Financial sold 2,928 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $228K.
  • Vanguard Morningstar Growth ETF made up 1.58% of Hill Island Financial's portfolio in Q1 2026, its #13 holding.
  • Hill Island Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Hill Island Financial's Vanguard Morningstar Growth ETF position peaked at $27.5M in Q4 2024.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.