Crane Advisory’s Vanguard Growth ETF VUG Stock Holding History

Crane Advisory’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	$89.4M	Buy	1,102,692 +52,176	+5%	+$4.06M	13.38%	2
2025 Q4	$86.2M	Buy	1,050,516 +24,030	+2%	+$1.95M	13.04%	2
2025 Q3	$83.2M	Buy	1,026,486 +9,906	+1%	+$757K	13.08%	3
2025 Q2	$74.8M	Sell	1,016,580 -104,376	-9%	-$6.87M	12.4%	3
2025 Q1	$67.3M	Buy	1,120,956 +90,336	+9%	+$6.09M	12.16%	3
2024 Q4	$71.5M	Sell	1,030,620 -1,602	-0.2%	-$108K	12.54%	3
2024 Q3	$66.3M	Buy	1,032,222 +39,444	+4%	+$2.44M	11.98%	3
2024 Q2	$64.1M	Sell	992,778 -9,822	-1%	-$573K	12.36%	3
2024 Q1	$56.4M	Buy	1,002,600 +81,528	+9%	+$4.48M	11.38%	4
2023 Q4	$46.3M	Buy	921,072 +20,334	+2%	+$982K	10.41%	4
2023 Q3	$41.9M	Buy	900,738 +121,590	+16%	+$5.74M	10.51%	5
2023 Q2	$36.8M	Buy	779,148 +125,796	+19%	+$5.46M	10.56%	5
2023 Q1	$26.6M	Buy	653,352 +132,564	+25%	+$5.16M	9.05%	7
2022 Q4	$18.5M	Buy	520,788 +71,220	+16%	+$2.62M	7.51%	7
2022 Q3	$15.8M	Buy	+449,568	New	+$18.1M	8.11%	7

Other funds holding VUG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return