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Everpar Advisors’s Vanguard Growth ETF VUG Stock Holding History

Everpar 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 		$3.76M Buy
43,693
+6,499
+17% +$547K 1.07% 19
2026
Q1 		$2.71M Buy
37,194
+3,252
+10% +$253K 0.93% 23
2025
Q4 		$2.76M Buy
33,942
+23,778
+234% +$1.93M 1.02% 18
2025
Q3 		$812K Buy
10,164
+198
+2% +$15.1K 0.32% 68
2025
Q2 		$728K Buy
9,966
+2,454
+33% +$162K 0.33% 65
2025
Q1 		$464K Buy
7,512
+18
+0.2% +$1.21K 0.25% 111
2024
Q4 		$513K Sell
7,494
-312
-4% -$21K 0.26% 103
2024
Q3 		$499K Sell
7,806
-852
-10% -$52.8K 0.26% 116
2024
Q2 		$540K Buy
8,658
+1,500
+21% +$87.5K 0.27% 111
2024
Q1 		$411K Sell
7,158
-1,500
-17% -$82.5K 0.25% 136
2023
Q4 		$449K Buy
+8,658
New +$418K 0.21% 169

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Everpar Advisors's VUG Position: Q2 2026 in Review

Everpar Advisors increased its Vanguard Growth ETF (VUG) stake by 17% in Q2 2026, buying an estimated $547K and bringing the position to 43,693 shares worth $3.76M. The position accounts for 1.07% of the portfolio, ranked #19.

Everpar Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Everpar Advisors held 43,693 shares of Vanguard Growth ETF worth $3.76M as of Q2 2026.
  • Everpar Advisors bought 6,499 Vanguard Growth ETF shares in Q2 2026, an estimated $547K.
  • Vanguard Growth ETF made up 1.07% of Everpar Advisors's portfolio in Q2 2026, its #19 holding.
  • Everpar Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.