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Elevation Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elevation Wealth Partners’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
Q1 		– Sell
-216
Closed -$17.6K – 1143
2025
Q4 		$17.6K Hold
216
– – 0.01% 399
2025
Q3 		$17.3K Buy
+216
New +$16.5K 0.01% 343

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elevation Wealth Partners's VUG Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 216 shares — an estimated $17.6K sold.

Elevation Wealth Partners first reported a position in VUG in Q3 2025 and held it in 2 quarters. The position peaked at $17.6K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Elevation Wealth Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 216 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $17.6K.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $17.6K in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.