Clear Creek Financial Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Clear Creek Financial Management’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	$4.23M	Buy	49,156 +1,198	+2%	+$101K	0.27%	85
2026 Q1	$3.49M	Buy	47,958 +2,748	+6%	+$214K	0.27%	90
2025 Q4	$3.68M	Buy	45,210 +2,436	+6%	+$198K	0.3%	73
2025 Q3	$3.42M	Buy	42,774 +186	+0.4%	+$14.2K	0.3%	76
2025 Q2	$3.11M	Buy	42,588 +294	+0.7%	+$19.4K	0.3%	73
2025 Q1	$2.61M	Sell	42,294 -4,752	-10%	-$320K	0.27%	81
2024 Q4	$3.22M	Buy	47,046 +2,238	+5%	+$150K	0.35%	59
2024 Q3	$2.87M	Sell	44,808 -11,964	-21%	-$742K	0.32%	68
2024 Q2	$3.39M	Sell	56,772 -12	-0%	-$700	0.41%	53
2024 Q1	$3.16M	Sell	56,784 -1,386	-2%	-$76.2K	0.4%	54
2023 Q4	$2.98M	Buy	58,170 +15,204	+35%	+$734K	0.47%	45
2023 Q3	$1.98M	Hold	42,966	–	–	0.35%	64
2023 Q2	$2.03M	Buy	42,966 +7,722	+22%	+$335K	0.35%	64
2023 Q1	$1.47M	Buy	35,244 +19,284	+121%	+$750K	0.28%	74
2022 Q4	$567K	Sell	15,960 -324	-2%	-$11.9K	0.12%	140
2022 Q3	$581K	Buy	16,284 +798	+5%	+$32.1K	0.13%	131
2022 Q2	$575K	Sell	15,486 -336	-2%	-$13.8K	0.12%	140
2022 Q1	$759K	Sell	15,822 -180	-1%	-$8.51K	0.12%	143
2021 Q4	$856K	Sell	16,002 -178,884	-92%	-$9.32M	0.13%	136
2021 Q3	$9.43M	Buy	194,886 +166,272	+581%	+$8.27M	1.51%	11
2021 Q2	$1.37M	Buy	+28,614	New	+$1.3M	0.21%	111
2021 Q1	–	Sell	-28,602	Closed	-$1.21M	–	260
2020 Q4	$1.21M	Sell	28,602 -358,698	-93%	-$14.3M	0.23%	99
2020 Q3	$14.7M	Buy	387,300 +358,566	+1,248%	+$13.2M	0.67%	33
2020 Q2	$967K	Buy	28,734 +21,624	+304%	+$665K	0.25%	65
2020 Q1	$207K	Buy	7,110 +288	+4%	+$8.63K	0.08%	149
2019 Q4	$214K	Sell	6,822 -252	-4%	-$7.28K	0.08%	125
2019 Q3	$204K	Sell	7,074 -888	-11%	-$24.6K	0.1%	123
2019 Q2	$217K	Buy	+7,962	New	+$213K	0.09%	117

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 22.9% 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

Clear Creek Financial Management's VUG Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, buying an estimated $101K and bringing the position to 49,156 shares worth $4.23M. The position accounts for 0.27% of the portfolio, ranked #85.

Clear Creek Financial Management first reported a position in VUG in Q2 2019 and has held it in 28 quarters since. The position peaked at $14.7M in Q3 2020. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Clear Creek Financial Management held 49,156 shares of Vanguard Morningstar Growth ETF worth $4.23M as of Q2 2026.
Clear Creek Financial Management bought 1,198 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Growth ETF made up 0.27% of Clear Creek Financial Management's portfolio in Q2 2026, its #85 holding.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 28 quarters since.
Clear Creek Financial Management's Vanguard Morningstar Growth ETF position peaked at $14.7M in Q3 2020.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.