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Hillcrest Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Hillcrest Wealth 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
2026
Q1 		$3.97M Hold
54,600
– – 1.61% 17
2025
Q4 		$4.44M Sell
54,600
-2,400
-4% -$195K 1.91% 15
2025
Q3 		$4.56M Sell
57,000
-2,400
-4% -$183K 2.05% 14
2025
Q2 		$4.34M Sell
59,400
-900
-1% -$59.3K 2.04% 15
2025
Q1 		$3.73M Hold
60,300
– – 1.85% 16
2024
Q4 		$4.12M Sell
60,300
-1,500
-2% -$101K 1.96% 15
2024
Q3 		$3.95M Hold
61,800
– – 1.97% 15
2024
Q2 		$3.85M Hold
61,800
– – 2.07% 15
2024
Q1 		$3.55M Hold
61,800
– – 1.92% 15
2023
Q4 		$3.2M Hold
61,800
– – 1.76% 15
2023
Q3 		$2.8M Sell
61,800
-1,800
-3% -$85K 1.6% 15
2023
Q2 		$3M Sell
63,600
-3,390
-5% -$147K 1.77% 15
2023
Q1 		$2.78M Hold
66,990
– – 1.65% 17
2022
Q4 		$2.38M Hold
66,990
– – 1.42% 19
2022
Q3 		$2.39M Hold
66,990
– – 1.52% 18
2022
Q2 		$2.49M Hold
66,990
– – 1.51% 19
2022
Q1 		$3.21M Sell
66,990
-4,410
-6% -$209K 1.78% 16
2021
Q4 		$3.82M Hold
71,400
– – 2.05% 14
2021
Q3 		$3.45M Sell
71,400
-3,600
-5% -$179K 2.05% 14
2021
Q2 		$3.58M Sell
75,000
-19,146
-20% -$869K 2.17% 14
2021
Q1 		$4.03M Hold
94,146
– – 2.46% 14
2020
Q4 		$3.98M Sell
94,146
-3,000
-3% -$120K 2.66% 14
2020
Q3 		$3.69M Sell
97,146
-18,390
-16% -$679K 2.62% 15
2020
Q2 		$3.89M Buy
115,536
+6
+0% +$185 3.37% 9
2020
Q1 		$3.02M Hold
115,530
– – 3.01% 12
2019
Q4 		$3.51M Hold
115,530
– – 2.92% 14
2019
Q3 		$3.2M Sell
115,530
-264
-0.2% -$7.32K 2.75% 15
2019
Q2 		$3.15M Sell
115,794
-2,988
-3% -$79.8K 2.66% 15
2019
Q1 		$3.1M Buy
118,782
+4,212
+4% +$104K 2.72% 15
2018
Q4 		$2.56M Buy
+114,570
New +$2.78M 2.38% 15

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

Hillcrest Wealth Advisors's VUG Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 54,600 shares worth $3.97M. The position accounts for 1.61% of the portfolio, ranked #17.

Hillcrest Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.56M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Hillcrest Wealth Advisors held 54,600 shares of Vanguard Growth ETF worth $3.97M as of Q1 2026.
  • Hillcrest Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 1.61% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Hillcrest Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Hillcrest Wealth Advisors's Vanguard Growth ETF position peaked at $4.56M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.