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EWG Elevate’s Vanguard Morningstar Growth ETF VUG Stock Holding History

EWG Elevate’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
2025
Q3 		$358K Buy
+4,476
New +$342K 0.11% 92
2025
Q2 		– Sell
-42,252
Closed -$2.61M – 154
2025
Q1 		$2.61M Buy
42,252
+37,770
+843% +$2.55M 0.98% 31
2024
Q4 		$307K Buy
4,482
+246
+6% +$16.5K 0.09% 123
2024
Q3 		$271K Sell
4,236
-492
-10% -$30.5K 0.11% 91
2024
Q2 		$295K Hold
4,728
– – 0.11% 108
2024
Q1 		$271K Sell
4,728
-42,894
-90% -$2.36M 0.1% 102
2023
Q4 		$2.47M Sell
47,622
-11,400
-19% -$550K 1.02% 34
2023
Q3 		$2.68M Buy
+59,022
New +$2.79M 1.21% 32
2023
Q1 		– Sell
-3,918
Closed -$139K – 778
2022
Q4 		$139K Buy
+3,918
New +$144K 0.07% 94
2022
Q2 		– Sell
-4,224
Closed -$202K – 103
2022
Q1 		$202K Sell
4,224
-11,478
-73% -$543K 0.08% 88
2021
Q4 		$840K Sell
15,702
-59,238
-79% -$3.09M 0.41% 48
2021
Q3 		$3.62M Buy
74,940
+59,490
+385% +$2.96M 1.5% 27
2021
Q2 		$740K Buy
15,450
+60
+0.4% +$2.72K 0.29% 55
2021
Q1 		$659K Sell
15,390
-8,880
-37% -$380K 0.29% 50
2020
Q4 		$1.02M Buy
24,270
+150
+0.6% +$5.99K 0.47% 46
2020
Q3 		$915K Buy
24,120
+258
+1% +$9.53K 0.53% 36
2020
Q2 		$804K Buy
23,862
+2,412
+11% +$74.2K 0.54% 35
2020
Q1 		$560K Sell
21,450
-33,714
-61% -$1.01M 0.42% 38
2019
Q4 		$1.68M Buy
+55,164
New +$1.59M 0.91% 30

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

EWG Elevate's VUG Position: Q3 2025 in Review

EWG Elevate opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2025: 4,476 shares worth $358K. The stake represents 0.11% of the portfolio and ranks #92 among its holdings. This is a return to the name: EWG Elevate previously reported a position in VUG as recently as Q1 2025.

EWG Elevate first reported a position in VUG in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.62M in Q3 2021. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • EWG Elevate held 4,476 shares of Vanguard Morningstar Growth ETF worth $358K as of Q3 2025.
  • Vanguard Morningstar Growth ETF was a new EWG Elevate position in Q3 2025.
  • Vanguard Morningstar Growth ETF made up 0.11% of EWG Elevate's portfolio in Q3 2025, its #92 holding.
  • EWG Elevate first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • EWG Elevate's Vanguard Morningstar Growth ETF position peaked at $3.62M in Q3 2021.
  • 2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.