Crane Advisory’s Vanguard Morningstar 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 Q2	$96.4M	Buy	1,113,696 +11,004	+1%	+$926K	13.84%	2
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 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

Crane Advisory's VUG Position: Q2 2026 in Review

Crane Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 1% in Q2 2026, buying an estimated $926K and bringing the position to 1,113,696 shares worth $96.4M. The position accounts for 13.84% of the portfolio, ranked #2.

Crane Advisory first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Crane Advisory held 1,113,696 shares of Vanguard Morningstar Growth ETF worth $96.4M as of Q2 2026.
Crane Advisory bought 11,004 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $926K.
Vanguard Morningstar Growth ETF made up 13.84% of Crane Advisory's portfolio in Q2 2026, its #2 holding.
Crane Advisory first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.