Evergreen Wealth Management
VUG icon

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
Q3 		$2.86M Sell
31,764
-102
-0.3% -$8.93K 1.12% 32
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Evergreen Wealth Management's VUG Position: Q3 2026 in Review

Evergreen Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.32% in Q3 2026, selling an estimated $8.93K and leaving 31,764 shares worth $2.86M. The position accounts for 1.12% of the portfolio, ranked #32.

Evergreen Wealth Management first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Evergreen Wealth Management held 31,764 shares of Vanguard Morningstar Growth ETF worth $2.86M as of Q3 2026.
  • Evergreen Wealth Management sold 102 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $8.93K.
  • Vanguard Morningstar Growth ETF made up 1.12% of Evergreen Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Evergreen Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.