Hilltop National Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hilltop National Bank’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	$1.6M	Sell	18,548 -3,226	-15%	-$271K	0.34%	69
2026 Q1	$1.59M	Buy	21,774 +990	+5%	+$77K	0.38%	64
2025 Q4	$1.69M	Buy	20,784 +516	+3%	+$41.9K	0.41%	56
2025 Q3	$1.62M	Sell	20,268 -1,284	-6%	-$98.1K	0.4%	61
2025 Q2	$1.57M	Buy	+21,552	New	+$1.42M	0.41%	59
2024 Q4	$1.47M	Buy	21,546 +7,596	+54%	+$510K	0.44%	62
2024 Q3	$893K	Sell	13,950 -6,534	-32%	-$405K	0.27%	98
2024 Q2	$1.28M	Sell	20,484 -636	-3%	-$37.1K	0.41%	65
2024 Q1	$1.21M	Buy	+21,120	New	+$1.16M	0.41%	66

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Hilltop National Bank's VUG Position: Q2 2026 in Review

Hilltop National Bank reduced its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, selling an estimated $271K and leaving 18,548 shares worth $1.6M. The position accounts for 0.34% of the portfolio, ranked #69.

Hilltop National Bank first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hilltop National Bank held 18,548 shares of Vanguard Morningstar Growth ETF worth $1.6M as of Q2 2026.
Hilltop National Bank sold 3,226 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $271K.
Vanguard Morningstar Growth ETF made up 0.34% of Hilltop National Bank's portfolio in Q2 2026, its #69 holding.
Hilltop National Bank first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's Vanguard Morningstar Growth ETF position peaked at $1.69M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.