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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
Q3 		$104M Buy
1,127,048
+13,352
+1% +$1.17M 14.67% 2
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Crane Advisory's VUG Position: Q3 2026 in Review

Crane Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q3 2026, buying an estimated $1.17M and bringing the position to 1,127,048 shares worth $104M. The position accounts for 14.67% of the portfolio, ranked #2.

Crane Advisory first reported a position in VUG in Q3 2022 and has held it in 17 quarters since. 345 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Crane Advisory held 1,127,048 shares of Vanguard Morningstar Growth ETF worth $104M as of Q3 2026.
  • Crane Advisory bought 13,352 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.17M.
  • Vanguard Morningstar Growth ETF made up 14.67% of Crane Advisory's portfolio in Q3 2026, its #2 holding.
  • Crane Advisory first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Crane Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.