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

Evelyn Partners Investment Management Services’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 		$262K Sell
3,600
-672
-16% -$52.3K 0.03% 123
2025
Q4 		$347K Buy
4,272
+3,600
+536% +$292K 0.04% 113
2025
Q3 		$53.7K Buy
+672
New +$51.4K 0.01% 181

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

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

Evelyn Partners Investment Management Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q1 2026, selling an estimated $52.3K and leaving 3,600 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #123.

Evelyn Partners Investment Management Services first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Evelyn Partners Investment Management Services held 3,600 shares of Vanguard Morningstar Growth ETF worth $262K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 672 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $52.3K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #123 holding.
  • Evelyn Partners Investment Management Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Investment Management Services's Vanguard Morningstar Growth ETF position peaked at $347K in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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