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

Evolution Wealth Management’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	$1.37M	Buy	15,870 +2,340	+17%	+$197K	0.8%	27
2026 Q1	$985K	Buy	13,530 +126	+0.9%	+$9.8K	0.72%	30
2025 Q4	$1.09M	Buy	13,404 +552	+4%	+$44.8K	0.9%	27
2025 Q3	$1.03M	Buy	12,852 +6	+0%	+$458	1.05%	21
2025 Q2	$939K	Buy	+12,846	New	+$846K	1.16%	18

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 Management's VUG Position: Q2 2026 in Review

Evolution Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, buying an estimated $197K and bringing the position to 15,870 shares worth $1.37M. The position accounts for 0.8% of the portfolio, ranked #27.

Evolution Wealth Management first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Evolution Wealth Management held 15,870 shares of Vanguard Morningstar Growth ETF worth $1.37M as of Q2 2026.
Evolution Wealth Management bought 2,340 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $197K.
Vanguard Morningstar Growth ETF made up 0.8% of Evolution Wealth Management's portfolio in Q2 2026, its #27 holding.
Evolution Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.