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 Q2	$5.59M	Sell	64,839 -531	-0.8%	-$44.7K	4.41%	5
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 $1.55T 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

Leo H. Evart Inc's VUG Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.81% in Q2 2026, selling an estimated $44.7K and leaving 64,839 shares worth $5.59M. The position accounts for 4.41% of the portfolio, ranked #5.

Leo H. Evart Inc first reported a position in VUG in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.76M in Q4 2021. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Leo H. Evart Inc held 64,839 shares of Vanguard Morningstar Growth ETF worth $5.59M as of Q2 2026.
Leo H. Evart Inc sold 531 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $44.7K.
Vanguard Morningstar Growth ETF made up 4.41% of Leo H. Evart Inc's portfolio in Q2 2026, its #5 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Vanguard Morningstar Growth ETF position peaked at $5.76M in Q4 2021.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.