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Team Hewins’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Team Hewins’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 		$1.61M Hold
18,708
– – 0.44% 14
2026
Q1 		$1.36M Sell
18,708
-924
-5% -$71.9K 0.4% 15
2025
Q4 		$1.6M Hold
19,632
– – 0.51% 14
2025
Q3 		$1.57M Buy
19,632
+10,482
+115% +$801K 0.53% 14
2025
Q2 		$669K Buy
9,150
+108
+1% +$7.11K 0.24% 18
2025
Q1 		$559K Sell
9,042
-4,362
-33% -$294K 0.22% 19
2024
Q4 		$917K Buy
13,404
+3,186
+31% +$214K 0.36% 14
2024
Q3 		$654K Buy
10,218
+2,406
+31% +$149K 0.25% 17
2024
Q2 		$488K Hold
7,812
– – 0.2% 18
2024
Q1 		$448K Sell
7,812
-1,404
-15% -$77.2K 0.18% 17
2023
Q4 		$478K Buy
+9,216
New +$445K 0.21% 17
2023
Q3 		– Sell
-9,060
Closed -$427K – 49
2023
Q2 		$427K Hold
9,060
– – 0.2% 17
2023
Q1 		$377K Sell
9,060
-1,800
-17% -$70K 0.2% 16
2022
Q4 		$386K Buy
+10,860
New +$400K 0.21% 17

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

Team Hewins's VUG Position: Q2 2026 in Review

Team Hewins held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 18,708 shares worth $1.61M. The position accounts for 0.44% of the portfolio, ranked #14.

Team Hewins first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Team Hewins held 18,708 shares of Vanguard Morningstar Growth ETF worth $1.61M as of Q2 2026.
  • Team Hewins left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.44% of Team Hewins's portfolio in Q2 2026, its #14 holding.
  • Team Hewins first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.