Envestnet Portfolio Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Envestnet Portfolio Solutions’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	$81.8M	Buy	949,202 +25,802	+3%	+$2.17M	0.39%	50
2026 Q1	$67.2M	Sell	923,400 -264,474	-22%	-$20.6M	0.37%	49
2025 Q4	$96.6M	Buy	1,187,874 +93,900	+9%	+$7.62M	0.34%	56
2025 Q3	$87.4M	Sell	1,093,974 -132	-0%	-$10.1K	0.32%	57
2025 Q2	$79.9M	Sell	1,094,106 -738,264	-40%	-$48.6M	0.29%	55
2025 Q1	$113M	Sell	1,832,370 -177,762	-9%	-$12M	0.43%	46
2024 Q4	$138M	Sell	2,010,132 -104,994	-5%	-$7.05M	0.45%	47
2024 Q3	$135M	Sell	2,115,126 -24,936	-1%	-$1.55M	0.44%	45
2024 Q2	$133M	Buy	2,140,062 +4,452	+0.2%	+$260K	0.47%	45
2024 Q1	$123M	Sell	2,135,610 -250,506	-10%	-$13.8M	0.46%	44
2023 Q4	$124M	Sell	2,386,116 -53,448	-2%	-$2.58M	0.51%	44
2023 Q3	$111M	Buy	+2,439,564	New	+$115M	0.52%	38

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

Envestnet Portfolio Solutions's VUG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $2.17M and bringing the position to 949,202 shares worth $81.8M. The position accounts for 0.39% of the portfolio, ranked #50.

Envestnet Portfolio Solutions first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $138M in Q4 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Envestnet Portfolio Solutions held 949,202 shares of Vanguard Morningstar Growth ETF worth $81.8M as of Q2 2026.
Envestnet Portfolio Solutions bought 25,802 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.17M.
Vanguard Morningstar Growth ETF made up 0.39% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #50 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Growth ETF position peaked at $138M in Q4 2024.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.