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Everpar Advisors’s Vanguard Morningstar 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

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

Everpar Advisors's VUG Position: Q2 2026 in Review

Everpar Advisors increased its Vanguard Morningstar 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. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Everpar Advisors held 43,693 shares of Vanguard Morningstar Growth ETF worth $3.76M as of Q2 2026.
  • Everpar Advisors bought 6,499 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $547K.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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