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Evolution Advisers’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evolution Advisers's VUG Position: Q1 2026 in Review

Evolution Advisers increased its Vanguard Growth ETF (VUG) stake by 0.99% in Q1 2026, buying an estimated $328K and bringing the position to 430,314 shares worth $31.3M. The position accounts for 13.2% of the portfolio, ranked #2.

Evolution Advisers first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.6M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Evolution Advisers held 430,314 shares of Vanguard Growth ETF worth $31.3M as of Q1 2026.
  • Evolution Advisers bought 4,212 Vanguard Growth ETF shares in Q1 2026, an estimated $328K.
  • Vanguard Growth ETF made up 13.2% of Evolution Advisers's portfolio in Q1 2026, its #2 holding.
  • Evolution Advisers first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Evolution Advisers's Vanguard Growth ETF position peaked at $34.6M in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.