HIA
VUG icon

HTG Investment Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HTG Investment Advisors's VUG Position: Q1 2026 in Review

HTG Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 8.8% in Q1 2026, buying an estimated $733K and bringing the position to 116,376 shares worth $8.47M. The position accounts for 2.41% of the portfolio, ranked #15.

HTG Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.7M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • HTG Investment Advisors held 116,376 shares of Vanguard Growth ETF worth $8.47M as of Q1 2026.
  • HTG Investment Advisors bought 9,426 Vanguard Growth ETF shares in Q1 2026, an estimated $733K.
  • Vanguard Growth ETF made up 2.41% of HTG Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • HTG Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • HTG Investment Advisors's Vanguard Growth ETF position peaked at $8.7M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.