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Hillcrest Wealth Advisors’s Vanguard Morningstar 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
Q2 		$4.7M Hold
54,600
– – 1.68% 16
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 $1.55T 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

Hillcrest Wealth Advisors's VUG Position: Q2 2026 in Review

Hillcrest Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 54,600 shares worth $4.7M. The position accounts for 1.68% of the portfolio, ranked #16.

Hillcrest Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hillcrest Wealth Advisors held 54,600 shares of Vanguard Morningstar Growth ETF worth $4.7M as of Q2 2026.
  • Hillcrest Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 1.68% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Hillcrest Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.