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 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 22.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 2,744 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.
2,744 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.