Evelyn Partners Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Evelyn Partners Asset 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 Q1	$61.2K	Buy	840 +690	+460%	+$53.7K	0.02%	160
2025 Q4	$12.2K	Sell	150 -12	-7%	-$974	﹤0.01%	220
2025 Q3	$12.9K	Hold	162	–	–	﹤0.01%	212
2025 Q2	$11.8K	Hold	162	–	–	﹤0.01%	188
2025 Q1	$10K	Hold	162	–	–	﹤0.01%	200
2024 Q4	$11.1K	Buy	+162	New	+$10.9K	﹤0.01%	200

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evelyn Partners Asset Management's VUG Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 460% in Q1 2026, buying an estimated $53.7K and bringing the position to 840 shares worth $61.2K. The position accounts for 0.02% of the portfolio, ranked #160.

Evelyn Partners Asset Management first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,737 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Evelyn Partners Asset Management held 840 shares of Vanguard Morningstar Growth ETF worth $61.2K as of Q1 2026.
Evelyn Partners Asset Management bought 690 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $53.7K.
Vanguard Morningstar Growth ETF made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #160 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,737 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.