Evergreen Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Evergreen Wealth 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	$2.74M	Buy	31,866 +618	+2%	+$52K	1.29%	26
2026 Q1	$2.27M	Sell	31,248 -6	-0%	-$467	1.17%	30
2025 Q4	$2.54M	Sell	31,254 -1,446	-4%	-$117K	1.28%	27
2025 Q3	$2.61M	Buy	32,700 +36	+0.1%	+$2.75K	1.37%	25
2025 Q2	$2.39M	Sell	32,664 -792	-2%	-$52.1K	1.34%	26
2025 Q1	$2.07M	Sell	33,456 -756	-2%	-$51K	1.23%	32
2024 Q4	$2.34M	Sell	34,212 -582	-2%	-$39.1K	1.38%	27
2024 Q3	$2.23M	Sell	34,794 -4,260	-11%	-$264K	1.34%	27
2024 Q2	$2.43M	Hold	39,054	–	–	1.61%	25
2024 Q1	$2.24M	Hold	39,054	–	–	1.52%	26
2023 Q4	$2.02M	Buy	39,054 +6	+0%	+$290	1.49%	26
2023 Q3	$1.77M	Buy	39,048 +108	+0.3%	+$5.1K	1.4%	24
2023 Q2	$1.84M	Sell	38,940 -96	-0.2%	-$4.16K	1.44%	25
2023 Q1	$1.62M	Buy	39,036 +2,304	+6%	+$89.6K	1.44%	26
2022 Q4	$1.3M	Buy	+36,732	New	+$1.35M	1.2%	33

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Evergreen Wealth Management's VUG Position: Q2 2026 in Review

Evergreen Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, buying an estimated $52K and bringing the position to 31,866 shares worth $2.74M. The position accounts for 1.29% of the portfolio, ranked #26.

Evergreen Wealth Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Evergreen Wealth Management held 31,866 shares of Vanguard Morningstar Growth ETF worth $2.74M as of Q2 2026.
Evergreen Wealth Management bought 618 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $52K.
Vanguard Morningstar Growth ETF made up 1.29% of Evergreen Wealth Management's portfolio in Q2 2026, its #26 holding.
Evergreen Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.