EW
VUG icon

Evoke Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Evoke Wealth’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 		– Sell
-49,650
Closed -$3.61M – 660
2026
Q1 		$3.61M Buy
49,650
+1,164
+2% +$90.6K 0.06% 108
2025
Q4 		$3.94M Sell
48,486
-11,796
-20% -$957K 0.07% 109
2025
Q3 		$4.82M Sell
60,282
-4,920
-8% -$376K 0.1% 89
2025
Q2 		$4.77M Hold
65,202
– – 0.11% 85
2025
Q1 		$4.03M Buy
65,202
+3,660
+6% +$247K 0.11% 81
2024
Q4 		$4.21M Buy
61,542
+37,200
+153% +$2.5M 0.12% 79
2024
Q3 		$1.56M Buy
+24,342
New +$1.51M 0.04% 149
2024
Q2 		– Sell
-27,876
Closed -$1.6M – 392
2024
Q1 		$1.6M Buy
+27,876
New +$1.53M 0.05% 135
2023
Q4 		– Sell
-22,740
Closed -$1.03M – 364
2023
Q3 		$1.03M Sell
22,740
-3,264
-13% -$154K 0.04% 175
2023
Q2 		$1.23M Hold
26,004
– – 0.04% 149
2023
Q1 		$1.08M Hold
26,004
– – 0.04% 154
2022
Q4 		$924K Buy
26,004
+9,360
+56% +$344K 0.03% 169
2022
Q3 		$594K Sell
16,644
-1,164
-7% -$46.8K 0.02% 199
2022
Q2 		$662K Buy
17,808
+1,164
+7% +$47.8K 0.02% 197
2022
Q1 		$798K Buy
16,644
+1,140
+7% +$53.9K 0.03% 196
2021
Q4 		$829K Hold
15,504
– – 0.03% 197
2021
Q3 		$749K Hold
15,504
– – 0.03% 192
2021
Q2 		$741K Buy
15,504
+5,454
+54% +$248K 0.03% 199
2021
Q1 		$431K Sell
10,050
-348
-3% -$14.9K 0.02% 231
2020
Q4 		$439K Hold
10,398
– – 0.03% 159
2020
Q3 		$394K Hold
10,398
– – 0.03% 150
2020
Q2 		$350K Hold
10,398
– – 0.03% 141
2020
Q1 		$272K Buy
+10,398
New +$311K 0.04% 149
2019
Q4 		– Sell
-10,398
Closed -$288K – 1483
2019
Q3 		$288K Buy
+10,398
New +$288K 0.04% 208

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

Evoke Wealth's VUG Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 49,650 shares — an estimated $3.61M sold.

Evoke Wealth first reported a position in VUG in Q3 2019 and held it in 24 quarters. The position peaked at $4.82M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 49,650 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.61M.
  • Evoke Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Vanguard Morningstar Growth ETF position peaked at $4.82M in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.