Evolution Wealth Advisors’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evolution Wealth Advisors's VUG Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 7.2% in Q1 2026, buying an estimated $80.3K and bringing the position to 15,348 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #70.

Evolution Wealth Advisors first reported a position in VUG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Evolution Wealth Advisors held 15,348 shares of Vanguard Growth ETF worth $1.12M as of Q1 2026.
Evolution Wealth Advisors bought 1,032 Vanguard Growth ETF shares in Q1 2026, an estimated $80.3K.
Vanguard Growth ETF made up 0.11% of Evolution Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Evolution Wealth Advisors first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 16 quarters since.
Evolution Wealth Advisors's Vanguard Growth ETF position peaked at $1.16M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.