Everstar Asset Management’s Vanguard Morningstar 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 Q2	$944K	Buy	10,964 +86	+0.8%	+$7.24K	0.46%	75
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 $1.55T 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

Everstar Asset Management's VUG Position: Q2 2026 in Review

Everstar Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.79% in Q2 2026, buying an estimated $7.24K and bringing the position to 10,964 shares worth $944K. The position accounts for 0.46% of the portfolio, ranked #75.

Everstar Asset Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Everstar Asset Management held 10,964 shares of Vanguard Morningstar Growth ETF worth $944K as of Q2 2026.
Everstar Asset Management bought 86 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.24K.
Vanguard Morningstar Growth ETF made up 0.46% of Everstar Asset Management's portfolio in Q2 2026, its #75 holding.
Everstar Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Vanguard Morningstar Growth ETF position peaked at $1.3M in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.