Elevatus Welath Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elevatus Welath 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	$4.42M	Buy	51,255 +9,207	+22%	+$775K	1.07%	26
2026 Q1	$3.06M	Sell	42,048 -9,894	-19%	-$770K	1.6%	19
2025 Q4	$4.22M	Buy	51,942 +2,418	+5%	+$196K	1.15%	26
2025 Q3	$3.96M	Buy	49,524 +5,718	+13%	+$437K	1.14%	27
2025 Q2	$3.2M	Sell	43,806 -26,622	-38%	-$1.75M	1.07%	29
2025 Q1	$4.35M	Sell	70,428 -116,052	-62%	-$7.82M	2.47%	10
2024 Q4	$12.8M	Sell	186,480 -34,740	-16%	-$2.33M	4.36%	8
2024 Q3	$14.2M	Buy	221,220 +170,712	+338%	+$10.6M	4.63%	5
2024 Q2	$3.15M	Sell	50,508 -1,392	-3%	-$81.2K	1.18%	32
2024 Q1	$2.98M	Buy	51,900 +2,994	+6%	+$165K	1.17%	28
2023 Q4	$2.53M	Buy	48,906 +216	+0.4%	+$10.4K	1.15%	32
2023 Q3	$2.21M	Buy	+48,690	New	+$2.3M	2%	16

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

Elevatus Welath Management's VUG Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 22% in Q2 2026, buying an estimated $775K and bringing the position to 51,255 shares worth $4.42M. The position accounts for 1.07% of the portfolio, ranked #26.

Elevatus Welath Management first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q3 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Elevatus Welath Management held 51,255 shares of Vanguard Morningstar Growth ETF worth $4.42M as of Q2 2026.
Elevatus Welath Management bought 9,207 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $775K.
Vanguard Morningstar Growth ETF made up 1.07% of Elevatus Welath Management's portfolio in Q2 2026, its #26 holding.
Elevatus Welath Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Elevatus Welath Management's Vanguard Morningstar Growth ETF position peaked at $14.2M in Q3 2024.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.