Leo H. Evart Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Leo H. Evart Inc’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	$4.76M	Buy	+65,370	New	+$5.09M	4.07%	7
2023 Q3	$3.57M	Sell	78,708 -7,296	-8%	-$345K	5.48%	6
2023 Q2	$4.06M	Buy	86,004 +12	+0%	+$520	5.63%	6
2023 Q1	$3.57M	Sell	85,992 -3,726	-4%	-$145K	5.22%	6
2022 Q4	$3.19M	Sell	89,718 -11,328	-11%	-$417K	4.82%	7
2022 Q3	$3.6M	Sell	101,046 -6,894	-6%	-$277K	5.49%	7
2022 Q2	$4.01M	Buy	107,940 +282	+0.3%	+$11.6K	4.87%	7
2022 Q1	$5.16M	Sell	107,658 -108	-0.1%	-$5.11K	5.33%	6
2021 Q4	$5.76M	Buy	+107,766	New	+$5.61M	5.61%	6

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

Leo H. Evart Inc's VUG Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2026: 65,370 shares worth $4.76M. The stake represents 4.07% of the portfolio and ranks #7 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VUG as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VUG in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.76M in Q4 2021. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Leo H. Evart Inc held 65,370 shares of Vanguard Morningstar Growth ETF worth $4.76M as of Q1 2026.
Vanguard Morningstar Growth ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Morningstar Growth ETF made up 4.07% of Leo H. Evart Inc's portfolio in Q1 2026, its #7 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Vanguard Morningstar Growth ETF position peaked at $5.76M in Q4 2021.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.