Evermay Wealth Management’s Vanguard Morningstar 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 Q2	$4.08M	Sell	47,422 -3,908	-8%	-$329K	0.42%	28
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Evermay Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.6% in Q2 2026, selling an estimated $329K and leaving 47,422 shares worth $4.08M. The position accounts for 0.42% of the portfolio, ranked #28.

Evermay Wealth Management first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Evermay Wealth Management held 47,422 shares of Vanguard Morningstar Growth ETF worth $4.08M as of Q2 2026.
Evermay Wealth Management sold 3,908 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $329K.
Vanguard Morningstar Growth ETF made up 0.42% of Evermay Wealth Management's portfolio in Q2 2026, its #28 holding.
Evermay Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.