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CRA Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CRA Financial Services’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 		$1.7M Buy
19,696
+292
+2% +$24.6K 0.2% 93
2026
Q1 		$1.41M Sell
19,404
-5,124
-21% -$399K 0.18% 97
2025
Q4 		$1.99M Sell
24,528
-516
-2% -$41.9K 0.26% 76
2025
Q3 		$2M Sell
25,044
-1,500
-6% -$115K 0.27% 74
2025
Q2 		$1.94M Buy
26,544
+378
+1% +$24.9K 0.3% 69
2025
Q1 		$1.62M Sell
26,166
-972
-4% -$65.5K 0.28% 71
2024
Q4 		$1.86M Buy
27,138
+1,050
+4% +$70.5K 0.32% 62
2024
Q3 		$1.67M Buy
26,088
+2,340
+10% +$145K 0.31% 57
2024
Q2 		$1.48M Sell
23,748
-6
-0% -$350 0.3% 63
2024
Q1 		$1.36M Sell
23,754
-2,220
-9% -$122K 0.3% 63
2023
Q4 		$1.35M Sell
25,974
-96
-0.4% -$4.63K 0.33% 57
2023
Q3 		$1.18M Buy
26,070
+1,080
+4% +$51K 0.33% 58
2023
Q2 		$1.18M Buy
24,990
+300
+1% +$13K 0.32% 57
2023
Q1 		$1.03M Hold
24,690
– – 0.3% 60
2022
Q4 		$877K Buy
24,690
+3,000
+14% +$110K 0.29% 71
2022
Q3 		$773K Hold
21,690
– – 0.28% 67
2022
Q2 		$806K Buy
21,690
+600
+3% +$24.6K 0.28% 74
2022
Q1 		$1.01M Buy
21,090
+474
+2% +$22.4K 0.3% 63
2021
Q4 		$1.1M Hold
20,616
– – 0.33% 56
2021
Q3 		$997K Buy
20,616
+1,056
+5% +$52.5K 0.34% 56
2021
Q2 		$935K Hold
19,560
– – 0.33% 55
2021
Q1 		$838K Hold
19,560
– – 0.32% 61
2020
Q4 		$826K Hold
19,560
– – 0.35% 56
2020
Q3 		$742K Hold
19,560
– – 0.35% 57
2020
Q2 		$659K Buy
19,560
+300
+2% +$9.23K 0.35% 66
2020
Q1 		$503K Hold
19,260
– – 0.32% 75
2019
Q4 		$585K Hold
19,260
– – 0.32% 70
2019
Q3 		$534K Buy
19,260
+2,868
+17% +$79.6K 0.32% 67
2019
Q2 		$446K Buy
16,392
+780
+5% +$20.8K 0.27% 81
2019
Q1 		$407K Hold
15,612
– – 0.27% 85
2018
Q4 		$350K Buy
+15,612
New +$378K 0.25% 94

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

CRA Financial Services's VUG Position: Q2 2026 in Review

CRA Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, buying an estimated $24.6K and bringing the position to 19,696 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #93.

CRA Financial Services first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $2M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • CRA Financial Services held 19,696 shares of Vanguard Morningstar Growth ETF worth $1.7M as of Q2 2026.
  • CRA Financial Services bought 292 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24.6K.
  • Vanguard Morningstar Growth ETF made up 0.2% of CRA Financial Services's portfolio in Q2 2026, its #93 holding.
  • CRA Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's Vanguard Morningstar Growth ETF position peaked at $2M in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.