Hoese & Co’s Vanguard Growth ETF VUG Stock Holding History

Hoese & Co’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	$14K	Buy	+162	New	+$13.6K	0.01%	153
2022 Q3	–	Sell	-6,000	Closed	-$223K	–	206
2022 Q2	$223K	Hold	6,000	–	–	0.25%	40
2022 Q1	$288K	Hold	6,000	–	–	0.3%	36
2021 Q4	$321K	Hold	6,000	–	–	0.32%	38
2021 Q3	$290K	Hold	6,000	–	–	0.31%	38
2021 Q2	$287K	Sell	6,000 -2,940	-33%	-$133K	0.32%	38
2021 Q1	$383K	Buy	+8,940	New	+$382K	0.47%	35

Other funds holding VUG

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Hoese & Co's VUG Position: Q2 2026 in Review

Hoese & Co opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 162 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Hoese & Co previously reported a position in VUG as recently as Q2 2022.

Hoese & Co first reported a position in VUG in Q1 2021 and has held it in 7 quarters since. The position peaked at $383K in Q1 2021. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hoese & Co held 162 shares of Vanguard Growth ETF worth $14K as of Q2 2026.
Vanguard Growth ETF was a new Hoese & Co position in Q2 2026.
Vanguard Growth ETF made up 0.01% of Hoese & Co's portfolio in Q2 2026, its #153 holding.
Hoese & Co first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 7 quarters since.
Hoese & Co's Vanguard Growth ETF position peaked at $383K in Q1 2021.
942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.