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Whitcomb & Hess’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Whitcomb & Hess’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 		$211K Buy
+2,453
New +$206K 0.05% 60
2026
Q1 		– Sell
-2,454
Closed -$201K – 66
2025
Q4 		$201K Buy
+2,454
New +$199K 0.05% 59

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Whitcomb & Hess's VUG Position: Q2 2026 in Review

Whitcomb & Hess opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,453 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings. This is a return to the name: Whitcomb & Hess previously reported a position in VUG as recently as Q4 2025.

Whitcomb & Hess first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 1,915 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Whitcomb & Hess held 2,453 shares of Vanguard Morningstar Growth ETF worth $211K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Whitcomb & Hess position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.05% of Whitcomb & Hess's portfolio in Q2 2026, its #60 holding.
  • Whitcomb & Hess first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.