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

Hubbell Strickland 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
Q2 		$14.5M Buy
168,070
+5,638
+3% +$474K 5.22% 5
2026
Q1 		$11.8M Buy
162,432
+1,116
+0.7% +$86.8K 4.71% 5
2025
Q4 		$13.1M Sell
161,316
-504
-0.3% -$40.9K 5.28% 5
2025
Q3 		$12.9M Sell
161,820
-432
-0.3% -$33K 5.32% 5
2025
Q2 		$11.9M Sell
162,252
-1,278
-0.8% -$84.1K 5.23% 5
2025
Q1 		$10.1M Sell
163,530
-1,884
-1% -$127K 4.78% 5
2024
Q4 		$11.3M Sell
165,414
-534
-0.3% -$35.9K 5.36% 5
2024
Q3 		$10.6M Buy
165,948
+696
+0.4% +$43.1K 4.97% 5
2024
Q2 		$10.3M Buy
165,252
+318
+0.2% +$18.5K 5.17% 5
2024
Q1 		$9.47M Buy
164,934
+2,430
+1% +$134K 4.79% 5
2023
Q4 		$8.42M Buy
162,504
+1,338
+0.8% +$64.6K 4.61% 5
2023
Q3 		$7.31M Buy
161,166
+10,986
+7% +$519K 4.38% 5
2023
Q2 		$7.08M Sell
150,180
-300
-0.2% -$13K 4.1% 5
2023
Q1 		$6.26M Sell
150,480
-12,060
-7% -$469K 3.8% 5
2022
Q4 		$5.77M Sell
162,540
-3,702
-2% -$136K 3.51% 5
2022
Q3 		$5.93M Buy
166,242
+108
+0.1% +$4.34K 4.13% 5
2022
Q2 		$6.17M Sell
166,134
-894
-0.5% -$36.7K 4.11% 5
2022
Q1 		$8.01M Sell
167,028
-17,496
-9% -$828K 4.76% 5
2021
Q4 		$9.87M Buy
184,524
+2,250
+1% +$117K 5.46% 5
2021
Q3 		$8.81M Buy
182,274
+1,260
+0.7% +$62.7K 5.34% 5
2021
Q2 		$8.65M Buy
181,014
+1,404
+0.8% +$63.8K 5.2% 5
2021
Q1 		$7.69M Buy
179,610
+3,612
+2% +$155K 4.95% 5
2020
Q4 		$7.43M Buy
175,998
+2,148
+1% +$85.7K 5.07% 5
2020
Q3 		$6.59M Buy
173,850
+6,396
+4% +$236K 5.14% 5
2020
Q2 		$5.64M Buy
167,454
+8,742
+6% +$269K 4.74% 5
2020
Q1 		$4.14M Buy
158,712
+13,308
+9% +$399K 4.21% 5
2019
Q4 		$4.42M Sell
145,404
-30
-0% -$866 3.56% 5
2019
Q3 		$4.03M Buy
+145,434
New +$4.03M 3.49% 5

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hubbell Strickland Wealth Management's VUG Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.5% in Q2 2026, buying an estimated $474K and bringing the position to 168,070 shares worth $14.5M. The position accounts for 5.22% of the portfolio, ranked #5.

Hubbell Strickland Wealth Management first reported a position in VUG in Q3 2019 and has held it in 28 quarters since. 1,437 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hubbell Strickland Wealth Management held 168,070 shares of Vanguard Morningstar Growth ETF worth $14.5M as of Q2 2026.
  • Hubbell Strickland Wealth Management bought 5,638 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $474K.
  • Vanguard Morningstar Growth ETF made up 5.22% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Hubbell Strickland Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.