Hughes Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hughes Financial Services’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	$1.21M	Hold	14,046	–	–	0.16%	39
2026 Q1	$1.02M	Sell	14,046 -684	-5%	-$53.2K	0.16%	40
2025 Q4	$1.2M	Hold	14,730	–	–	0.19%	37
2025 Q3	$1.22M	Sell	14,730 -504	-3%	-$38.5K	0.19%	35
2025 Q2	$1.16M	Sell	15,234 -234	-2%	-$15.4K	0.2%	34
2025 Q1	$965K	Sell	15,468 -744	-5%	-$50.2K	0.19%	36
2024 Q4	$1.11M	Buy	+16,212	New	+$1.09M	0.23%	33

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Hughes Financial Services's VUG Position: Q2 2026 in Review

Hughes Financial Services held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 14,046 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #39.

Hughes Financial Services first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hughes Financial Services held 14,046 shares of Vanguard Morningstar Growth ETF worth $1.21M as of Q2 2026.
Hughes Financial Services left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.16% of Hughes Financial Services's portfolio in Q2 2026, its #39 holding.
Hughes Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's Vanguard Morningstar Growth ETF position peaked at $1.22M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.