Evermay Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Evermay 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 Q1	$3.74M	Buy	51,330 +5,022	+11%	+$391K	0.41%	27
2025 Q4	$3.77M	Buy	46,308 +1,584	+4%	+$129K	0.42%	28
2025 Q3	$3.58M	Hold	44,724	–	–	0.41%	30
2025 Q2	$3.27M	Sell	44,724 -30	-0.1%	-$1.98K	0.4%	30
2025 Q1	$2.77M	Hold	44,754	–	–	0.36%	32
2024 Q4	$3.06M	Sell	44,754 -1,554	-3%	-$104K	0.46%	31
2024 Q3	$2.96M	Sell	46,308 -330	-0.7%	-$20.5K	0.48%	31
2024 Q2	$2.91M	Hold	46,638	–	–	0.47%	31
2024 Q1	$2.68M	Sell	46,638 -90	-0.2%	-$4.95K	0.4%	37
2023 Q4	$2.42M	Sell	46,728 -2,106	-4%	-$102K	0.45%	28
2023 Q3	$2.22M	Sell	48,834 -6	-0%	-$283	0.45%	28
2023 Q2	$2.3M	Hold	48,840	–	–	0.44%	28
2023 Q1	$2.03M	Sell	48,840 -1,458	-3%	-$56.7K	0.41%	29
2022 Q4	$1.79M	Sell	50,298 -1,446	-3%	-$53.2K	0.36%	32
2022 Q3	$1.84M	Sell	51,744 -150	-0.3%	-$6.03K	0.37%	32
2022 Q2	$1.93M	Sell	51,894 -10,014	-16%	-$411K	0.37%	29
2022 Q1	$2.97M	Buy	+61,908	New	+$2.93M	0.5%	24

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evermay Wealth Management's VUG Position: Q1 2026 in Review

Evermay Wealth Management increased its Vanguard Growth ETF (VUG) stake by 11% in Q1 2026, buying an estimated $391K and bringing the position to 51,330 shares worth $3.74M. The position accounts for 0.41% of the portfolio, ranked #27.

Evermay Wealth Management first reported a position in VUG in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.77M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Evermay Wealth Management held 51,330 shares of Vanguard Growth ETF worth $3.74M as of Q1 2026.
Evermay Wealth Management bought 5,022 Vanguard Growth ETF shares in Q1 2026, an estimated $391K.
Vanguard Growth ETF made up 0.41% of Evermay Wealth Management's portfolio in Q1 2026, its #27 holding.
Evermay Wealth Management first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 17 quarters since.
Evermay Wealth Management's Vanguard Growth ETF position peaked at $3.77M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.