Hoey Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hoey Investments’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
2025 Q4	–	Sell	-1,062	Closed	-$84.9K	–	440
2025 Q3	$84.9K	Hold	1,062	–	–	0.01%	128
2025 Q2	$77.6K	Hold	1,062	–	–	0.01%	128
2025 Q1	$65.6K	Buy	+1,062	New	+$71.6K	0.01%	127
2023 Q4	–	Sell	-174	Closed	-$7.9K	–	381
2023 Q3	$7.9K	Hold	174	–	–	﹤0.01%	225
2023 Q2	$8.21K	Sell	174 -210	-55%	-$9.11K	﹤0.01%	222
2023 Q1	$16K	Buy	384 +210	+121%	+$8.17K	0.01%	192
2022 Q4	$6.18K	Hold	174	–	–	﹤0.01%	231
2022 Q3	$6K	Hold	174	–	–	﹤0.01%	256
2022 Q2	$6K	Hold	174	–	–	﹤0.01%	207
2022 Q1	$8K	Hold	174	–	–	﹤0.01%	181
2021 Q4	$9K	Hold	174	–	–	﹤0.01%	180
2021 Q3	$8K	Hold	174	–	–	﹤0.01%	181
2021 Q2	$8K	Hold	174	–	–	﹤0.01%	181
2021 Q1	$7K	Hold	174	–	–	﹤0.01%	185
2020 Q4	$7K	Buy	+174	New	+$6.95K	﹤0.01%	154

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Hoey Investments's VUG Position: Q4 2025 in Review

Hoey Investments sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 1,062 shares — an estimated $84.9K sold.

Hoey Investments first reported a position in VUG in Q4 2020 and held it in 15 quarters. The position peaked at $84.9K in Q3 2025. 2,807 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Hoey Investments reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Hoey Investments sold 1,062 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $84.9K.
Hoey Investments first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 15 quarters.
Hoey Investments's Vanguard Morningstar Growth ETF position peaked at $84.9K in Q3 2025.
2,807 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Hoey Investments's 13F filing for Q4 2025, filed 28 Jan 2026.