Evolution Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Evolution Wealth Advisors’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	$1.23M	Sell	14,316 -1,032	-7%	-$86.8K	0.14%	74
2026 Q1	$1.12M	Buy	15,348 +1,032	+7%	+$80.3K	0.11%	70
2025 Q4	$1.16M	Hold	14,316	–	–	0.12%	67
2025 Q3	$1.14M	Hold	14,316	–	–	0.15%	69
2025 Q2	$1.05M	Buy	14,316 +36	+0.3%	+$2.37K	0.15%	70
2025 Q1	$883K	Hold	14,280	–	–	0.15%	67
2024 Q4	$977K	Hold	14,280	–	–	0.16%	63
2024 Q3	$914K	Hold	14,280	–	–	0.16%	61
2024 Q2	$890K	Hold	14,280	–	–	0.17%	63
2024 Q1	$819K	Sell	14,280 -450	-3%	-$24.7K	0.16%	64
2023 Q4	$763K	Hold	14,730	–	–	0.15%	64
2023 Q3	$669K	Hold	14,730	–	–	0.15%	62
2023 Q2	$695K	Buy	14,730 +6,180	+72%	+$268K	0.15%	59
2023 Q1	$355K	Hold	8,550	–	–	0.09%	82
2022 Q4	$304K	Hold	8,550	–	–	0.08%	96
2022 Q3	$305K	Hold	8,550	–	–	0.08%	85
2022 Q2	$318K	Buy	+8,550	New	+$351K	0.08%	86

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

Evolution Wealth Advisors's VUG Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.7% in Q2 2026, selling an estimated $86.8K and leaving 14,316 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #74.

Evolution Wealth Advisors first reported a position in VUG in Q2 2022 and has held it in 17 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Evolution Wealth Advisors held 14,316 shares of Vanguard Morningstar Growth ETF worth $1.23M as of Q2 2026.
Evolution Wealth Advisors sold 1,032 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $86.8K.
Vanguard Morningstar Growth ETF made up 0.14% of Evolution Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Evolution Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.