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EverSource Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

EverSource Wealth 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 		$110M Sell
1,282,340
-911,674
-42% -$76.7M 3.72% 1
2026
Q1 		$160M Buy
2,194,014
+1,037,238
+90% +$80.7M 4.87% 1
2025
Q4 		$94.1M Buy
1,156,776
+78,492
+7% +$6.37M 3.46% 1
2025
Q3 		$86.2M Buy
1,078,284
+32,928
+3% +$2.52M 3.41% 1
2025
Q2 		$76.4M Buy
1,045,356
+41,286
+4% +$2.72M 3.45% 1
2025
Q1 		$62.1M Buy
1,004,070
+12,600
+1% +$850K 3.41% 1
2024
Q4 		$67.8M Buy
991,470
+33,054
+3% +$2.22M 3.81% 1
2024
Q3 		$61.3M Buy
958,416
+43,344
+5% +$2.69M 3.88% 1
2024
Q2 		$56M Buy
915,072
+117,954
+15% +$6.88M 3.72% 2
2024
Q1 		$43.8M Sell
797,118
-18,276
-2% -$1.01M 3.44% 2
2023
Q4 		$42.2M Buy
815,394
+88,224
+12% +$4.26M 3.87% 2
2023
Q3 		$33M Buy
727,170
+132,150
+22% +$6.24M 3.5% 2
2023
Q2 		$28.1M Buy
595,020
+58,176
+11% +$2.52M 3.09% 3
2023
Q1 		$22.3M Buy
536,844
+48,594
+10% +$1.89M 2.78% 3
2022
Q4 		$17.3M Buy
488,250
+258,270
+112% +$9.5M 2.63% 5
2022
Q3 		$8.2M Buy
229,980
+127,866
+125% +$5.14M 1.88% 8
2022
Q2 		$3.79M Buy
102,114
+20,400
+25% +$838K 0.98% 18
2022
Q1 		$3.92M Buy
81,714
+7,560
+10% +$358K 0.99% 21
2021
Q4 		$3.97M Buy
+74,154
New +$3.86M 1.11% 18

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

EverSource Wealth Advisors's VUG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 42% in Q2 2026, selling an estimated $76.7M and leaving 1,282,340 shares worth $110M. The position accounts for 3.72% of the portfolio, ranked #1.

EverSource Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $160M in Q1 2026. 1,604 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • EverSource Wealth Advisors held 1,282,340 shares of Vanguard Morningstar Growth ETF worth $110M as of Q2 2026.
  • EverSource Wealth Advisors sold 911,674 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $76.7M.
  • Vanguard Morningstar Growth ETF made up 3.72% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $160M in Q1 2026.
  • 1,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.