Everest Management Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Everest Management Corp’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	$622K	Buy	7,219 +1	+0%	+$84	0.23%	43
2026 Q1	$526K	Sell	7,218 -2,556	-26%	-$199K	0.27%	44
2025 Q4	$795K	Buy	9,774 +6	+0.1%	+$487	0.44%	33
2025 Q3	$781K	Hold	9,768	–	–	0.5%	33
2025 Q2	$714K	Hold	9,768	–	–	0.51%	32
2025 Q1	$604K	Buy	9,768 +6	+0.1%	+$405	0.55%	29
2024 Q4	$668K	Buy	+9,762	New	+$656K	0.59%	27

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

Everest Management Corp's VUG Position: Q2 2026 in Review

Everest Management Corp increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.01% in Q2 2026, buying an estimated $84 and bringing the position to 7,219 shares worth $622K. The position accounts for 0.23% of the portfolio, ranked #43.

Everest Management Corp first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $795K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Everest Management Corp held 7,219 shares of Vanguard Morningstar Growth ETF worth $622K as of Q2 2026.
Everest Management Corp bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.23% of Everest Management Corp's portfolio in Q2 2026, its #43 holding.
Everest Management Corp first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Everest Management Corp's Vanguard Morningstar Growth ETF position peaked at $795K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.