Elevate Wealth Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elevate Wealth Advisory’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	Hold	2,448	–	–	0.12%	80
2026 Q1	$178K	Hold	2,448	–	–	0.11%	78
2025 Q4	$199K	Hold	2,448	–	–	0.14%	73
2025 Q3	$196K	Hold	2,448	–	–	0.14%	71
2025 Q2	$179K	Buy	2,448 +870	+55%	+$57.3K	0.13%	81
2025 Q1	$97.5K	Sell	1,578 -114	-7%	-$7.69K	0.07%	83
2024 Q4	$116K	Buy	1,692 +294	+21%	+$19.8K	0.09%	72
2024 Q3	$89.5K	Hold	1,398	–	–	0.07%	80
2024 Q2	$87.3K	Hold	1,398	–	–	0.07%	73
2024 Q1	$80.2K	Buy	1,398 +528	+61%	+$29K	0.07%	72
2023 Q4	$45.1K	Buy	+870	New	+$42K	0.04%	83

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

Elevate Wealth Advisory's VUG Position: Q2 2026 in Review

Elevate Wealth Advisory held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,448 shares worth $211K. The position accounts for 0.12% of the portfolio, ranked #80.

Elevate Wealth Advisory first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Elevate Wealth Advisory held 2,448 shares of Vanguard Morningstar Growth ETF worth $211K as of Q2 2026.
Elevate Wealth Advisory left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.12% of Elevate Wealth Advisory's portfolio in Q2 2026, its #80 holding.
Elevate Wealth Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.