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HUB Investment Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HUB Investment Partners’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 		$12.3M Buy
142,973
+70,913
+98% +$5.97M 0.22% 82
2026
Q1 		$5.25M Buy
72,060
+57,348
+390% +$4.46M 0.13% 146
2025
Q4 		$1.2M Sell
14,712
-3,984
-21% -$323K 0.03% 273
2025
Q3 		$1.49M Buy
18,696
+5,382
+40% +$411K 0.05% 227
2025
Q2 		$973K Sell
13,314
-3,090
-19% -$203K 0.03% 272
2025
Q1 		$1.01M Buy
16,404
+4,446
+37% +$300K 0.04% 230
2024
Q4 		$818K Buy
11,958
+1,020
+9% +$68.5K 0.03% 237
2024
Q3 		$700K Sell
10,938
-744
-6% -$46.1K 0.03% 246
2024
Q2 		$728K Buy
11,682
+4,314
+59% +$252K 0.03% 229
2024
Q1 		$423K Buy
7,368
+1,944
+36% +$107K 0.02% 305
2023
Q4 		$281K Buy
5,424
+816
+18% +$39.4K 0.02% 325
2023
Q3 		$209K Buy
+4,608
New +$218K 0.03% 242
2022
Q2 		– Sell
-7,374
Closed -$354K – 198
2022
Q1 		$354K Hold
7,374
– – 0.08% 133
2021
Q4 		$394K Buy
7,374
+606
+9% +$31.6K 0.09% 132
2021
Q3 		$327K Buy
6,768
+1,890
+39% +$94.1K 0.08% 162
2021
Q2 		$233K Sell
4,878
-3,672
-43% -$167K 0.06% 188
2021
Q1 		$366K Buy
+8,550
New +$366K 0.11% 143

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 22.9% 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

HUB Investment Partners's VUG Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 98% in Q2 2026, buying an estimated $5.97M and bringing the position to 142,973 shares worth $12.3M. The position accounts for 0.22% of the portfolio, ranked #82.

HUB Investment Partners first reported a position in VUG in Q1 2021 and has held it in 17 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • HUB Investment Partners held 142,973 shares of Vanguard Morningstar Growth ETF worth $12.3M as of Q2 2026.
  • HUB Investment Partners bought 70,913 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.97M.
  • Vanguard Morningstar Growth ETF made up 0.22% of HUB Investment Partners's portfolio in Q2 2026, its #82 holding.
  • HUB Investment Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 17 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.