Millstone Evans Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Millstone Evans Group’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	$338K	Sell	3,924 -1,806	-32%	-$152K	0.18%	94
2026 Q1	$417K	Buy	5,730 +1,338	+30%	+$104K	0.25%	80
2025 Q4	$357K	Buy	4,392 +618	+16%	+$50.2K	0.21%	86
2025 Q3	$302K	Hold	3,774	–	–	0.19%	90
2025 Q2	$276K	Buy	3,774 +96	+3%	+$6.32K	0.19%	103
2025 Q1	$227K	Buy	3,678 +522	+17%	+$35.2K	0.15%	108
2024 Q4	$216K	Buy	+3,156	New	+$212K	0.15%	113

Other funds holding VUG

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Millstone Evans Group's VUG Position: Q2 2026 in Review

Millstone Evans Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, selling an estimated $152K and leaving 3,924 shares worth $338K. The position accounts for 0.18% of the portfolio, ranked #94.

Millstone Evans Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q1 2026. 2,577 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Millstone Evans Group held 3,924 shares of Vanguard Morningstar Growth ETF worth $338K as of Q2 2026.
Millstone Evans Group sold 1,806 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $152K.
Vanguard Morningstar Growth ETF made up 0.18% of Millstone Evans Group's portfolio in Q2 2026, its #94 holding.
Millstone Evans Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Vanguard Morningstar Growth ETF position peaked at $417K in Q1 2026.
2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.