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Everhart Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Everhart Financial Group’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 		$178M Buy
2,069,696
+115,754
+6% +$9.74M 11.41% 2
2026
Q1 		$142M Buy
1,953,942
+246,696
+14% +$19.2M 12.11% 2
2025
Q4 		$139M Buy
1,707,246
+131,802
+8% +$10.7M 12.86% 2
2025
Q3 		$126M Buy
1,575,444
+70,812
+5% +$5.41M 12.62% 2
2025
Q2 		$110M Buy
1,504,632
+216,618
+17% +$14.3M 12.7% 2
2025
Q1 		$79.6M Buy
1,288,014
+1,131,060
+721% +$76.3M 10.88% 2
2024
Q4 		$10.7M Buy
156,954
+16,458
+12% +$1.11M 2.21% 8
2024
Q3 		$8.99M Sell
140,496
-19,050
-12% -$1.18M 1.99% 8
2024
Q2 		$9.95M Sell
159,546
-9,066
-5% -$529K 2.58% 8
2024
Q1 		$9.67M Buy
168,612
+16,008
+10% +$880K 2.82% 8
2023
Q4 		$7.91M Buy
152,604
+3,360
+2% +$162K 2.8% 7
2023
Q3 		$6.77M Buy
149,244
+4,380
+3% +$207K 2.87% 7
2023
Q2 		$6.76M Buy
144,864
+7,746
+6% +$336K 2.79% 8
2023
Q1 		$5.7M Buy
137,118
+7,680
+6% +$299K 2.56% 9
2022
Q4 		$4.6M Buy
129,438
+22,578
+21% +$831K 2.31% 10
2022
Q3 		$3.81M Buy
106,860
+3,432
+3% +$138K 2.11% 9
2022
Q2 		$3.84M Sell
103,428
-31,050
-23% -$1.28M 2.34% 8
2022
Q1 		$6.45M Sell
134,478
-444
-0.3% -$21K 3.73% 6
2021
Q4 		$7.22M Buy
134,922
+3,096
+2% +$161K 4.36% 4
2021
Q3 		$6.38M Sell
131,826
-13,374
-9% -$666K 4.37% 4
2021
Q2 		$6.94M Buy
145,200
+49,440
+52% +$2.24M 4.78% 5
2021
Q1 		$4.1M Buy
95,760
+3,618
+4% +$155K 3.6% 7
2020
Q4 		$3.89M Buy
+92,142
New +$3.68M 3.59% 6

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

Everhart Financial Group's VUG Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.9% in Q2 2026, buying an estimated $9.74M and bringing the position to 2,069,696 shares worth $178M. The position accounts for 11.41% of the portfolio, ranked #2.

Everhart Financial Group first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Everhart Financial Group held 2,069,696 shares of Vanguard Morningstar Growth ETF worth $178M as of Q2 2026.
  • Everhart Financial Group bought 115,754 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.74M.
  • Vanguard Morningstar Growth ETF made up 11.41% of Everhart Financial Group's portfolio in Q2 2026, its #2 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.