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

Hopwood 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
Q1 		– Sell
-2,616
Closed -$213K – 92
2025
Q4 		$213K Buy
2,616
+1,272
+95% +$103K 0.15% 87
2025
Q3 		$107K Sell
1,344
-42
-3% -$3.21K 0.07% 113
2025
Q2 		$101K Buy
1,386
+48
+4% +$3.16K 0.08% 111
2025
Q1 		$82.7K Sell
1,338
-198
-13% -$13.3K 0.06% 123
2024
Q4 		$105K Buy
+1,536
New +$103K 0.08% 111

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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

Hopwood Financial Services's VUG Position: Q1 2026 in Review

Hopwood Financial Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,616 shares — an estimated $213K sold.

Hopwood Financial Services first reported a position in VUG in Q4 2024 and held it in 5 quarters. The position peaked at $213K in Q4 2025. 2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Hopwood Financial Services reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Hopwood Financial Services sold 2,616 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $213K.
  • Hopwood Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 5 quarters.
  • Hopwood Financial Services's Vanguard Morningstar Growth ETF position peaked at $213K in Q4 2025.
  • 2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Hopwood Financial Services's 13F filing for Q1 2026, filed 7 May 2026.