Elevation Capital Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elevation Capital 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	$8.16M	Buy	+94,735	New	+$7.97M	3.15%	11
2025 Q4	–	Sell	-5,034	Closed	-$402K	–	86
2025 Q3	$402K	Sell	5,034 -121,548	-96%	-$9.29M	0.16%	52
2025 Q2	$9.25M	Buy	+126,582	New	+$8.33M	3.71%	7
2025 Q1	–	Sell	-127,566	Closed	-$8.73M	–	80
2024 Q4	$8.73M	Buy	127,566 +122,262	+2,305%	+$8.21M	3.74%	9
2024 Q3	$339K	Sell	5,304 -144,342	-96%	-$8.95M	0.15%	45
2024 Q2	$9.33M	Buy	+149,646	New	+$8.73M	4.26%	9

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

Elevation Capital Advisory's VUG Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 94,735 shares worth $8.16M. The stake represents 3.15% of the portfolio and ranks #11 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in VUG as recently as Q3 2025.

Elevation Capital Advisory first reported a position in VUG in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.33M in Q2 2024. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Elevation Capital Advisory held 94,735 shares of Vanguard Morningstar Growth ETF worth $8.16M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Elevation Capital Advisory position in Q2 2026.
Vanguard Morningstar Growth ETF made up 3.15% of Elevation Capital Advisory's portfolio in Q2 2026, its #11 holding.
Elevation Capital Advisory first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 6 quarters since.
Elevation Capital Advisory's Vanguard Morningstar Growth ETF position peaked at $9.33M in Q2 2024.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.