EA
VUG icon

Evolution Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Evolution Advisers’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 		$38.1M Buy
442,641
+12,327
+3% +$1.04M 14.01% 2
2026
Q1 		$31.3M Buy
430,314
+4,212
+1% +$328K 13.2% 2
2025
Q4 		$34.6M Buy
426,102
+9,216
+2% +$748K 15% 2
2025
Q3 		$33.5M Buy
416,886
+12,162
+3% +$929K 15.05% 2
2025
Q2 		$29.6M Sell
404,724
-39,858
-9% -$2.62M 14.52% 2
2025
Q1 		$25.6M Buy
444,582
+34,566
+8% +$2.33M 13.46% 2
2024
Q4 		$28M Sell
410,016
-5,034
-1% -$338K 15.33% 1
2024
Q3 		$26.6M Sell
415,050
-7,884
-2% -$489K 14.46% 2
2024
Q2 		$26.4M Sell
422,934
-14,334
-3% -$836K 15.16% 1
2024
Q1 		$25.1M Sell
437,268
-4,194
-1% -$231K 14.81% 2
2023
Q4 		$22.5M Buy
441,462
+5,556
+1% +$268K 14.36% 2
2023
Q3 		$19.8M Buy
435,906
+5,232
+1% +$247K 14.32% 2
2023
Q2 		$20.3M Sell
430,674
-15,858
-4% -$688K 14.33% 2
2023
Q1 		$18.6M Buy
446,532
+12,486
+3% +$486K 13.34% 2
2022
Q4 		$15.4M Buy
434,046
+20,838
+5% +$767K 12% 3
2022
Q3 		$14.7M Buy
413,208
+6,522
+2% +$262K 12.84% 2
2022
Q2 		$15.3M Sell
406,686
-5,868
-1% -$241K 12.45% 3
2022
Q1 		$19.8M Buy
412,554
+20,232
+5% +$957K 14.64% 2
2021
Q4 		$21M Buy
+392,322
New +$20.4M 15.43% 1

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

Evolution Advisers's VUG Position: Q2 2026 in Review

Evolution Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, buying an estimated $1.04M and bringing the position to 442,641 shares worth $38.1M. The position accounts for 14.01% of the portfolio, ranked #2.

Evolution Advisers first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Evolution Advisers held 442,641 shares of Vanguard Morningstar Growth ETF worth $38.1M as of Q2 2026.
  • Evolution Advisers bought 12,327 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.04M.
  • Vanguard Morningstar Growth ETF made up 14.01% of Evolution Advisers's portfolio in Q2 2026, its #2 holding.
  • Evolution Advisers first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.