Evernest Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Evernest Financial Advisors’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	$346K	Sell	4,022 -20,104	-83%	-$1.69M	0.07%	142
2026 Q1	$336K	Buy	24,126 +20,106	+500%	+$1.56M	0.07%	140
2025 Q4	$317K	Hold	4,020	–	–	0.07%	142
2025 Q3	$321K	Hold	4,020	–	–	0.09%	143
2025 Q2	$294K	Hold	4,020	–	–	0.1%	142
2025 Q1	$248K	Sell	4,020 -2,934	-42%	-$198K	0.09%	139
2024 Q4	$476K	Buy	6,954 +6	+0.1%	+$403	0.12%	113
2024 Q3	$445K	Sell	6,948 -594	-8%	-$36.8K	0.12%	109
2024 Q2	$470K	Hold	7,542	–	–	0.21%	88
2024 Q1	$405K	Sell	7,542 -1,434	-16%	-$78.9K	0.19%	93
2023 Q4	$465K	Buy	+8,976	New	+$433K	0.24%	89
2021 Q4	$424K	Buy	+7,536	New	+$393K	0.22%	88

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

Evernest Financial Advisors's VUG Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $1.69M and leaving 4,022 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #142.

Evernest Financial Advisors first reported a position in VUG in Q4 2021 and has held it in 12 quarters since. The position peaked at $476K in Q4 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Evernest Financial Advisors held 4,022 shares of Vanguard Morningstar Growth ETF worth $346K as of Q2 2026.
Evernest Financial Advisors sold 20,104 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.69M.
Vanguard Morningstar Growth ETF made up 0.07% of Evernest Financial Advisors's portfolio in Q2 2026, its #142 holding.
Evernest Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $476K in Q4 2024.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.