HWA
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Hilltop Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Hilltop 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 		$928K Sell
12,744
-144
-1% -$11.2K 0.56% 25
2025
Q4 		$1.05M Sell
12,888
-102
-0.8% -$8.28K 0.53% 26
2025
Q3 		$1.04M Sell
12,990
-66
-0.5% -$5.04K 0.54% 27
2025
Q2 		$954K Sell
13,056
-144
-1% -$9.48K 0.54% 25
2025
Q1 		$816K Sell
13,200
-288
-2% -$19.4K 0.46% 27
2024
Q4 		$923K Sell
13,488
-108
-0.8% -$7.25K 0.47% 26
2024
Q3 		$870K Sell
13,596
-6
-0% -$372 0.41% 27
2024
Q2 		$848K Sell
13,602
-684
-5% -$39.9K 0.43% 28
2024
Q1 		$820K Sell
14,286
-2,550
-15% -$140K 0.42% 28
2023
Q4 		$872K Sell
16,836
-510
-3% -$24.6K 0.5% 22
2023
Q3 		$787K Sell
17,346
-2,004
-10% -$94.6K 0.61% 19
2023
Q2 		$912K Buy
19,350
+9,144
+90% +$397K 0.67% 19
2023
Q1 		$424K Sell
10,206
-84
-0.8% -$3.27K 0.34% 28
2022
Q4 		$365K Hold
10,290
– – 0.31% 29
2022
Q3 		$367K Hold
10,290
– – 0.38% 27
2022
Q2 		$382K Sell
10,290
-12
-0.1% -$493 0.37% 20
2022
Q1 		$494K Sell
10,302
-6
-0.1% -$284 0.42% 18
2021
Q4 		$551K Sell
10,308
-168
-2% -$8.75K 0.38% 20
2021
Q3 		$507K Sell
10,476
-96
-0.9% -$4.78K 0.36% 20
2021
Q2 		$505K Sell
10,572
-60
-0.6% -$2.72K 0.36% 20
2021
Q1 		$455K Sell
10,632
-234
-2% -$10K 0.35% 19
2020
Q4 		$459K Hold
10,866
– – 0.41% 17
2020
Q3 		$412K Sell
10,866
-408
-4% -$15.1K 0.42% 16
2020
Q2 		$380K Sell
11,274
-1,158
-9% -$35.6K 0.42% 17
2020
Q1 		$325K Hold
12,432
– – 0.4% 15
2019
Q4 		$377K Buy
+12,432
New +$359K 0.39% 18

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

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

Hilltop Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.1% in Q1 2026, selling an estimated $11.2K and leaving 12,744 shares worth $928K. The position accounts for 0.56% of the portfolio, ranked #25.

Hilltop Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.05M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Hilltop Wealth Advisors held 12,744 shares of Vanguard Growth ETF worth $928K as of Q1 2026.
  • Hilltop Wealth Advisors sold 144 Vanguard Growth ETF shares in Q1 2026, an estimated $11.2K.
  • Vanguard Growth ETF made up 0.56% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Hilltop Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Hilltop Wealth Advisors's Vanguard Growth ETF position peaked at $1.05M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.