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EWA LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

EWA LLC’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 		$3.08M Buy
35,745
+1,047
+3% +$88.1K 0.56% 32
2026
Q1 		$2.53M Buy
34,698
+30
+0.1% +$2.33K 0.57% 32
2025
Q4 		$2.82M Sell
34,668
-18
-0.1% -$1.46K 0.69% 31
2025
Q3 		$2.77M Buy
34,686
+48
+0.1% +$3.67K 0.77% 28
2025
Q2 		$2.53M Sell
34,638
-1,200
-3% -$79K 0.8% 23
2025
Q1 		$2.21M Sell
35,838
-1,914
-5% -$129K 0.82% 22
2024
Q4 		$2.58M Sell
37,752
-450
-1% -$30.2K 0.97% 22
2024
Q3 		$2.59M Buy
38,202
+378
+1% +$23.4K 0.92% 23
2024
Q2 		$2.38M Sell
37,824
-948
-2% -$55.3K 0.98% 19
2024
Q1 		$2.22M Sell
38,772
-135,402
-78% -$7.45M 1% 20
2023
Q4 		$9.56M Buy
174,174
+78,516
+82% +$3.79M 4.66% 6
2023
Q3 		$4.6M Sell
95,658
-4,866
-5% -$230K 2.98% 12
2023
Q2 		$4.74M Buy
100,524
+2,460
+3% +$107K 3.25% 12
2023
Q1 		$4.15M Buy
+98,064
New +$3.81M 3.08% 12

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

EWA LLC's VUG Position: Q2 2026 in Review

EWA LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 3% in Q2 2026, buying an estimated $88.1K and bringing the position to 35,745 shares worth $3.08M. The position accounts for 0.56% of the portfolio, ranked #32.

EWA LLC first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.56M in Q4 2023. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • EWA LLC held 35,745 shares of Vanguard Morningstar Growth ETF worth $3.08M as of Q2 2026.
  • EWA LLC bought 1,047 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $88.1K.
  • Vanguard Morningstar Growth ETF made up 0.56% of EWA LLC's portfolio in Q2 2026, its #32 holding.
  • EWA LLC first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • EWA LLC's Vanguard Morningstar Growth ETF position peaked at $9.56M in Q4 2023.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.