EWM
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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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. 2,897 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.
  • 2,897 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.