HRC Wealth Management
VUG icon

HRC Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HRC Wealth 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 		$824K Buy
9,142
+1,343
+17% +$118K 0.33% 29
2026
Q2 		$672K Buy
7,799
+533
+7% +$44.8K 0.27% 34
2026
Q1 		$529K Buy
7,266
+3,984
+121% +$310K 0.25% 37
2025
Q4 		$267K Buy
3,282
+498
+18% +$40.4K 0.13% 48
2025
Q3 		$222K Buy
+2,784
New +$213K 0.11% 50

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HRC Wealth Management's VUG Position: Q3 2026 in Review

HRC Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q3 2026, buying an estimated $118K and bringing the position to 9,142 shares worth $824K. The position accounts for 0.33% of the portfolio, ranked #29.

HRC Wealth Management first reported a position in VUG in Q3 2025 and has held it in 5 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • HRC Wealth Management held 9,142 shares of Vanguard Morningstar Growth ETF worth $824K as of Q3 2026.
  • HRC Wealth Management bought 1,343 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $118K.
  • Vanguard Morningstar Growth ETF made up 0.33% of HRC Wealth Management's portfolio in Q3 2026, its #29 holding.
  • HRC Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.