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HTG Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HTG Investment Advisors’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 		$10.9M Buy
126,169
+9,793
+8% +$824K 2.79% 15
2026
Q1 		$8.47M Buy
116,376
+9,426
+9% +$733K 2.41% 15
2025
Q4 		$8.7M Buy
106,950
+8,322
+8% +$675K 2.67% 14
2025
Q3 		$7.88M Buy
98,628
+3,498
+4% +$267K 2.65% 13
2025
Q2 		$6.95M Buy
95,130
+3,312
+4% +$218K 2.59% 13
2025
Q1 		$5.67M Buy
91,818
+1,176
+1% +$79.3K 2.37% 12
2024
Q4 		$6.2M Buy
90,642
+4,410
+5% +$296K 2.84% 11
2024
Q3 		$5.52M Buy
86,232
+1,752
+2% +$109K 2.6% 12
2024
Q2 		$5.27M Buy
84,480
+4,860
+6% +$283K 2.84% 11
2024
Q1 		$4.57M Buy
79,620
+4,824
+6% +$265K 2.65% 12
2023
Q4 		$3.88M Buy
74,796
+6,090
+9% +$294K 2.53% 11
2023
Q3 		$3.12M Buy
68,706
+9,798
+17% +$463K 2.5% 11
2023
Q2 		$2.78M Buy
58,908
+5,400
+10% +$234K 2.29% 14
2023
Q1 		$2.22M Buy
53,508
+16,752
+46% +$652K 2.03% 14
2022
Q4 		$1.31M Buy
+36,756
New +$1.35M 1.32% 17

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

HTG Investment Advisors's VUG Position: Q2 2026 in Review

HTG Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.4% in Q2 2026, buying an estimated $824K and bringing the position to 126,169 shares worth $10.9M. The position accounts for 2.79% of the portfolio, ranked #15.

HTG Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HTG Investment Advisors held 126,169 shares of Vanguard Morningstar Growth ETF worth $10.9M as of Q2 2026.
  • HTG Investment Advisors bought 9,793 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $824K.
  • Vanguard Morningstar Growth ETF made up 2.79% of HTG Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • HTG Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.