VHAM
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Van Hulzen Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Van Hulzen Asset 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 		$427K Sell
4,960
-74
-1% -$6.23K 0.03% 272
2026
Q1 		$366K Sell
5,034
-6,768
-57% -$527K 0.03% 270
2025
Q4 		$960K Sell
11,802
-1,200
-9% -$97.4K 0.07% 163
2025
Q3 		$1.04M Buy
13,002
+3,858
+42% +$295K 0.08% 158
2025
Q2 		$668K Hold
9,144
– – 0.06% 190
2025
Q1 		$565K Buy
9,144
+1,812
+25% +$122K 0.05% 198
2024
Q4 		$501K Sell
7,332
-264
-3% -$17.7K 0.04% 219
2024
Q3 		$486K Buy
7,596
+2,274
+43% +$141K 0.04% 210
2024
Q2 		$332K Buy
5,322
+1,266
+31% +$73.8K 0.02% 246
2024
Q1 		$233K Sell
4,056
-2,400
-37% -$132K 0.02% 294
2023
Q4 		$335K Buy
6,456
+552
+9% +$26.6K 0.02% 253
2023
Q3 		$268K Sell
5,904
-18
-0.3% -$850 0.02% 260
2023
Q2 		$279K Hold
5,922
– – 0.02% 252
2023
Q1 		$246K Buy
+5,922
New +$230K 0.02% 253
2022
Q1 		– Sell
-4,278
Closed -$229K – 328
2021
Q4 		$229K Hold
4,278
– – 0.03% 274
2021
Q3 		$207K Buy
+4,278
New +$213K 0.03% 258
2020
Q2 		– Sell
-15,174
Closed -$396K – 294
2020
Q1 		$396K Hold
15,174
– – 0.09% 140
2019
Q4 		$461K Sell
15,174
-1,812
-11% -$52.3K 0.09% 156
2019
Q3 		$471K Buy
16,986
+1,800
+12% +$49.9K 0.1% 148
2019
Q2 		$414K Hold
15,186
– – 0.09% 158
2019
Q1 		$396K Buy
15,186
+1,800
+13% +$44.4K 0.11% 135
2018
Q4 		$300K Buy
13,386
+780
+6% +$18.9K 0.09% 164
2018
Q3 		$338K Sell
12,606
-612
-5% -$16K 0.09% 149
2018
Q2 		$330K Buy
13,218
+900
+7% +$22.1K 0.1% 135
2018
Q1 		$291K Buy
12,318
+1,200
+11% +$29.3K 0.09% 146
2017
Q4 		$261K Buy
11,118
+354
+3% +$8.13K 0.08% 173
2017
Q3 		$238K Buy
+10,764
New +$234K 0.08% 149

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 22.96% 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

Van Hulzen Asset Management's VUG Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, selling an estimated $6.23K and leaving 4,960 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #272.

Van Hulzen Asset Management first reported a position in VUG in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.04M in Q3 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Van Hulzen Asset Management held 4,960 shares of Vanguard Morningstar Growth ETF worth $427K as of Q2 2026.
  • Van Hulzen Asset Management sold 74 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.23K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #272 holding.
  • Van Hulzen Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and has held it in 27 quarters since.
  • Van Hulzen Asset Management's Vanguard Morningstar Growth ETF position peaked at $1.04M in Q3 2025.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.