Hoxton Planning & Management
VUG icon

Hoxton Planning & Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hoxton Planning & 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
Q3 		$1.2M Sell
13,292
-1,070
-7% -$93.7K 0.31% 60
2026
Q2 		$1.24M Sell
14,362
-128
-0.9% -$10.8K 0.32% 63
2026
Q1 		$1.05M Sell
14,490
-1,788
-11% -$139K 0.32% 61
2025
Q4 		$1.32M Sell
16,278
-450
-3% -$36.5K 0.4% 50
2025
Q3 		$1.34M Sell
16,728
-984
-6% -$75.2K 0.43% 47
2025
Q2 		$1.29M Sell
17,712
-546
-3% -$35.9K 0.45% 47
2025
Q1 		$1.13M Sell
18,258
-762
-4% -$51.4K 0.43% 46
2024
Q4 		$1.3M Sell
19,020
-822
-4% -$55.2K 0.5% 40
2024
Q3 		$1.27M Sell
19,842
-402
-2% -$24.9K 0.49% 37
2024
Q2 		$1.26M Sell
20,244
-726
-3% -$42.3K 0.59% 32
2024
Q1 		$1.2M Sell
20,970
-1,110
-5% -$61K 0.58% 33
2023
Q4 		$1.14M Sell
22,080
-2,154
-9% -$104K 0.61% 34
2023
Q3 		$1.1M Sell
24,234
-1,002
-4% -$47.3K 0.71% 30
2023
Q2 		$1.19M Sell
25,236
-12,696
-33% -$551K 0.74% 23
2023
Q1 		$1.58M Sell
37,932
-3,762
-9% -$146K 0.87% 23
2022
Q4 		$1.48M Buy
+41,694
New +$1.53M 0.79% 27

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Hoxton Planning & Management's VUG Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.5% in Q3 2026, selling an estimated $93.7K and leaving 13,292 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #60.

Hoxton Planning & Management first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q1 2023. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Hoxton Planning & Management held 13,292 shares of Vanguard Morningstar Growth ETF worth $1.2M as of Q3 2026.
  • Hoxton Planning & Management sold 1,070 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $93.7K.
  • Vanguard Morningstar Growth ETF made up 0.31% of Hoxton Planning & Management's portfolio in Q3 2026, its #60 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Vanguard Morningstar Growth ETF position peaked at $1.58M in Q1 2023.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.