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Hilltop Wealth Advisors’s Vanguard Morningstar 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
Q2 		$1.1M Sell
12,725
-19
-0.1% -$1.6K 0.54% 28
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 $1.55T 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

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

Hilltop Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.15% in Q2 2026, selling an estimated $1.6K and leaving 12,725 shares worth $1.1M. The position accounts for 0.54% of the portfolio, ranked #28.

Hilltop Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hilltop Wealth Advisors held 12,725 shares of Vanguard Morningstar Growth ETF worth $1.1M as of Q2 2026.
  • Hilltop Wealth Advisors sold 19 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.6K.
  • Vanguard Morningstar Growth ETF made up 0.54% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.