Hoxton Planning & Management’s Vanguard 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Hoxton Planning & Management reduced its Vanguard 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. 680 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hoxton Planning & Management held 14,362 shares of Vanguard Growth ETF worth $1.24M as of Q2 2026.
Hoxton Planning & Management sold 128 Vanguard Growth ETF shares in Q2 2026, an estimated $10.8K.
Vanguard 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 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's Vanguard Growth ETF position peaked at $1.58M in Q1 2023.
680 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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