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 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

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

Hoxton Planning & Management's VUG Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.88% in Q2 2026, selling an estimated $10.8K and leaving 14,362 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #63.

Hoxton Planning & Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q1 2023. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hoxton Planning & Management held 14,362 shares of Vanguard Morningstar Growth ETF worth $1.24M as of Q2 2026.
Hoxton Planning & Management sold 128 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.8K.
Vanguard Morningstar Growth ETF made up 0.32% of Hoxton Planning & Management's portfolio in Q2 2026, its #63 holding.
Hoxton Planning & Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's Vanguard Morningstar Growth ETF position peaked at $1.58M in Q1 2023.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.