Hoge Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hoge Financial Services’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	$3.59M	Sell	41,694 -342	-0.8%	-$28.8K	1.72%	11
2026 Q1	$3.06M	Buy	42,036 +402	+1%	+$31.3K	1.64%	11
2025 Q4	$3.39M	Buy	41,634 +192	+0.5%	+$15.6K	1.82%	9
2025 Q3	$3.31M	Sell	41,442 -270	-0.6%	-$20.6K	1.9%	9
2025 Q2	$3.05M	Sell	41,712 -264	-0.6%	-$17.4K	1.9%	9
2025 Q1	$2.59M	Sell	41,976 -2,886	-6%	-$195K	1.81%	12
2024 Q4	$3.07M	Sell	44,862 -252	-0.6%	-$16.9K	2.25%	10
2024 Q3	$2.89M	Sell	45,114 -6,972	-13%	-$432K	2.17%	10
2024 Q2	$3.25M	Sell	52,086 -5,904	-10%	-$344K	2.66%	9
2024 Q1	$3.33M	Buy	57,990 +5,328	+10%	+$293K	2.72%	9
2023 Q4	$2.73M	Buy	+52,662	New	+$2.54M	2.74%	11

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

Hoge Financial Services's VUG Position: Q2 2026 in Review

Hoge Financial Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.81% in Q2 2026, selling an estimated $28.8K and leaving 41,694 shares worth $3.59M. The position accounts for 1.72% of the portfolio, ranked #11.

Hoge Financial Services first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hoge Financial Services held 41,694 shares of Vanguard Morningstar Growth ETF worth $3.59M as of Q2 2026.
Hoge Financial Services sold 342 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $28.8K.
Vanguard Morningstar Growth ETF made up 1.72% of Hoge Financial Services's portfolio in Q2 2026, its #11 holding.
Hoge Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.