HWM
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Hohimer Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hohimer Wealth Management’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
Q1 		$17.7M Buy
243,618
+19,572
+9% +$1.52M 2.09% 5
2025
Q4 		$18.2M Buy
224,046
+10,314
+5% +$837K 2.45% 4
2025
Q3 		$17.1M Buy
213,732
+5,562
+3% +$425K 2.39% 4
2025
Q2 		$15.2M Buy
208,170
+1,332
+0.6% +$87.7K 2.7% 4
2025
Q1 		$12.8M Buy
206,838
+1,458
+0.7% +$98.3K 2.49% 4
2024
Q4 		$14M Buy
205,380
+24,756
+14% +$1.66M 2.64% 4
2024
Q3 		$11.6M Buy
180,624
+10,368
+6% +$643K 2.49% 2
2024
Q2 		$10.6M Buy
170,256
+6,054
+4% +$353K 2.46% 2
2024
Q1 		$9.42M Sell
164,202
-25,536
-13% -$1.4M 2.21% 2
2023
Q4 		$9.83M Buy
189,738
+12,042
+7% +$581K 2.49% 3
2023
Q3 		$8.06M Buy
177,696
+55,932
+46% +$2.64M 2.3% 4
2023
Q2 		$5.74M Buy
121,764
+65,466
+116% +$2.84M 1.59% 7
2023
Q1 		$2.34M Buy
56,298
+28,254
+101% +$1.1M 0.68% 57
2022
Q4 		$996K Sell
28,044
-22,362
-44% -$823K 0.32% 69
2022
Q3 		$1.8M Sell
50,406
-1,968
-4% -$79.1K 0.58% 68
2022
Q2 		$1.95M Sell
52,374
-12,966
-20% -$533K 0.57% 71
2022
Q1 		$3.13M Sell
65,340
-22,500
-26% -$1.06M 0.62% 64
2021
Q4 		$4.7M Sell
87,840
-2,982
-3% -$155K 0.99% 24
2021
Q3 		$4.39M Buy
90,822
+1,752
+2% +$87.2K 0.92% 30
2021
Q2 		$4.26M Buy
89,070
+4,548
+5% +$207K 0.87% 36
2021
Q1 		$3.62M Buy
84,522
+17,622
+26% +$754K 0.88% 36
2020
Q4 		$2.83M Buy
66,900
+14,208
+27% +$567K 0.75% 37
2020
Q3 		$2.04M Buy
52,692
+9,600
+22% +$354K 0.58% 55
2020
Q2 		$1.45M Buy
43,092
+15,582
+57% +$479K 0.5% 73
2020
Q1 		$812K Buy
27,510
+13,896
+102% +$416K 0.34% 110
2019
Q4 		$413K Buy
+13,614
New +$393K 0.14% 187

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hohimer Wealth Management's VUG Position: Q1 2026 in Review

Hohimer Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.7% in Q1 2026, buying an estimated $1.52M and bringing the position to 243,618 shares worth $17.7M. The position accounts for 2.09% of the portfolio, ranked #5.

Hohimer Wealth Management first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.2M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Hohimer Wealth Management held 243,618 shares of Vanguard Morningstar Growth ETF worth $17.7M as of Q1 2026.
  • Hohimer Wealth Management bought 19,572 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.52M.
  • Vanguard Morningstar Growth ETF made up 2.09% of Hohimer Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Hohimer Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's Vanguard Morningstar Growth ETF position peaked at $18.2M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.