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Hobart Private Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hobart Private Capital’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 		$479K Buy
5,563
+85
+2% +$7.15K 0.08% 95
2026
Q1 		$399K Sell
5,478
-30
-0.5% -$2.33K 0.08% 90
2025
Q4 		$448K Sell
5,508
-42
-0.8% -$3.41K 0.09% 94
2025
Q3 		$444K Hold
5,550
– – 0.09% 89
2025
Q2 		$406K Buy
5,550
+192
+4% +$12.6K 0.09% 87
2025
Q1 		$331K Buy
5,358
+108
+2% +$7.28K 0.08% 79
2024
Q4 		$359K Sell
5,250
-108
-2% -$7.25K 0.09% 70
2024
Q3 		$343K Buy
5,358
+108
+2% +$6.69K 0.09% 65
2024
Q2 		$327K Buy
+5,250
New +$306K 0.09% 63
2022
Q4 		– Sell
-8,796
Closed -$314K – 37
2022
Q3 		$314K Sell
8,796
-6
-0.1% -$241 0.23% 27
2022
Q2 		$327K Hold
8,802
– – 0.15% 28
2022
Q1 		$422K Sell
8,802
-150
-2% -$7.09K 0.16% 26
2021
Q4 		$479K Sell
8,952
-576
-6% -$30K 0.18% 29
2021
Q3 		$461K Buy
9,528
+126
+1% +$6.27K 0.18% 73
2021
Q2 		$449K Sell
9,402
-714
-7% -$32.4K 0.19% 88
2021
Q1 		$433K Sell
10,116
-2,616
-21% -$112K 0.18% 93
2020
Q4 		$538K Buy
12,732
+1,416
+13% +$56.5K 0.24% 83
2020
Q3 		$429K Sell
11,316
-408
-3% -$15.1K 0.22% 104
2020
Q2 		$395K Buy
11,724
+1,914
+20% +$58.9K 0.22% 111
2020
Q1 		$256K Buy
9,810
+858
+10% +$25.7K 0.18% 129
2019
Q4 		$272K Buy
8,952
+288
+3% +$8.32K 0.17% 133
2019
Q3 		$240K Buy
8,664
+360
+4% +$9.99K 0.16% 134
2019
Q2 		$226K Sell
8,304
-197,274
-96% -$5.27M 0.16% 135
2019
Q1 		$5.36M Buy
205,578
+312
+0.2% +$7.7K 4.07% 3
2018
Q4 		$4.6M Sell
205,266
-198
-0.1% -$4.8K 3.94% 3
2018
Q3 		$5.51M Buy
205,464
+11,730
+6% +$307K 4.23% 3
2018
Q2 		$4.84M Buy
193,734
+35,112
+22% +$861K 3.94% 3
2018
Q1 		$3.75M Buy
158,622
+17,646
+13% +$430K 3.29% 4
2017
Q4 		$3.3M Buy
+140,976
New +$3.24M 2.95% 6

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

Hobart Private Capital's VUG Position: Q2 2026 in Review

Hobart Private Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, buying an estimated $7.15K and bringing the position to 5,563 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #95.

Hobart Private Capital first reported a position in VUG in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.51M in Q3 2018. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hobart Private Capital held 5,563 shares of Vanguard Morningstar Growth ETF worth $479K as of Q2 2026.
  • Hobart Private Capital bought 85 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.15K.
  • Vanguard Morningstar Growth ETF made up 0.08% of Hobart Private Capital's portfolio in Q2 2026, its #95 holding.
  • Hobart Private Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 29 quarters since.
  • Hobart Private Capital's Vanguard Morningstar Growth ETF position peaked at $5.51M in Q3 2018.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.