Everstar Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Everstar Asset 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 Q1	$792K	Sell	10,878 -3,456	-24%	-$269K	0.42%	82
2025 Q4	$1.17M	Sell	14,334 -162	-1%	-$13.1K	0.62%	41
2025 Q3	$1.16M	Buy	14,496 +432	+3%	+$33K	0.66%	38
2025 Q2	$1.03M	Sell	14,064 -60	-0.4%	-$3.95K	0.63%	37
2025 Q1	$873K	Sell	14,124 -4,938	-26%	-$333K	0.58%	44
2024 Q4	$1.3M	Sell	19,062 -294	-2%	-$19.8K	0.92%	25
2024 Q3	$1.24M	Buy	+19,356	New	+$1.2M	0.85%	29

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Everstar Asset Management's VUG Position: Q1 2026 in Review

Everstar Asset Management reduced its Vanguard Growth ETF (VUG) stake by 24% in Q1 2026, selling an estimated $269K and leaving 10,878 shares worth $792K. The position accounts for 0.42% of the portfolio, ranked #82.

Everstar Asset Management first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Everstar Asset Management held 10,878 shares of Vanguard Growth ETF worth $792K as of Q1 2026.
Everstar Asset Management sold 3,456 Vanguard Growth ETF shares in Q1 2026, an estimated $269K.
Vanguard Growth ETF made up 0.42% of Everstar Asset Management's portfolio in Q1 2026, its #82 holding.
Everstar Asset Management first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's Vanguard Growth ETF position peaked at $1.3M in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.