Creative Capital Management Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Creative Capital Management Investments’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	$174K	Buy	2,017 +331	+20%	+$27.9K	0.04%	96
2026 Q1	$123K	Hold	1,686	–	–	0.04%	85
2025 Q4	$137K	Hold	1,686	–	–	0.04%	72
2025 Q3	$135K	Buy	+1,686	New	+$129K	0.04%	74
2024 Q3	–	Sell	-192	Closed	-$12K	–	257
2024 Q2	$12K	Buy	+192	New	+$11.2K	0.01%	155

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

Creative Capital Management Investments's VUG Position: Q2 2026 in Review

Creative Capital Management Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q2 2026, buying an estimated $27.9K and bringing the position to 2,017 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #96.

Creative Capital Management Investments first reported a position in VUG in Q2 2024 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Creative Capital Management Investments held 2,017 shares of Vanguard Morningstar Growth ETF worth $174K as of Q2 2026.
Creative Capital Management Investments bought 331 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $27.9K.
Vanguard Morningstar Growth ETF made up 0.04% of Creative Capital Management Investments's portfolio in Q2 2026, its #96 holding.
Creative Capital Management Investments first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 5 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.