Hobbs Group Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hobbs Group 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	$801K	Sell	9,302 -4,456	-32%	-$375K	0.21%	77
2026 Q1	$1M	Buy	13,758 +3,534	+35%	+$275K	0.3%	59
2025 Q4	$831K	Buy	10,224 +2,478	+32%	+$201K	0.25%	65
2025 Q3	$619K	Buy	7,746 +390	+5%	+$29.8K	0.19%	85
2025 Q2	$537K	Hold	7,356	–	–	0.18%	88
2025 Q1	$455K	Hold	7,356	–	–	0.17%	94
2024 Q4	$503K	Sell	7,356 -240	-3%	-$16.1K	0.19%	91
2024 Q3	$486K	Hold	7,596	–	–	0.17%	87
2024 Q2	$473K	Buy	+7,596	New	+$443K	0.18%	89
2023 Q4	$360K	Buy	+6,954	New	+$336K	0.16%	92

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

Hobbs Group Advisors's VUG Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, selling an estimated $375K and leaving 9,302 shares worth $801K. The position accounts for 0.21% of the portfolio, ranked #77.

Hobbs Group Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1M in Q1 2026. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hobbs Group Advisors held 9,302 shares of Vanguard Morningstar Growth ETF worth $801K as of Q2 2026.
Hobbs Group Advisors sold 4,456 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $375K.
Vanguard Morningstar Growth ETF made up 0.21% of Hobbs Group Advisors's portfolio in Q2 2026, its #77 holding.
Hobbs Group Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's Vanguard Morningstar Growth ETF position peaked at $1M in Q1 2026.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.