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Creekmur Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$1.46M Sell
18,312
-1,482
-7% -$113K 0.24% 57
2025
Q2 		$1.45M Buy
19,794
+96
+0.5% +$6.32K 0.26% 57
2025
Q1 		$1.22M Buy
19,698
+504
+3% +$34K 0.26% 45
2024
Q4 		$1.31M Sell
19,194
-30
-0.2% -$2.02K 0.3% 41
2024
Q3 		$1.23M Buy
19,224
+42
+0.2% +$2.6K 0.29% 44
2024
Q2 		$1.2M Sell
19,182
-234
-1% -$13.6K 0.31% 42
2024
Q1 		$1.11M Sell
19,416
-1,260
-6% -$69.3K 0.38% 36
2023
Q4 		$1.07M Buy
+20,676
New +$998K 0.33% 40

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Creekmur Asset Management's VUG Position: Q3 2025 in Review

Creekmur Asset Management reduced its Vanguard Growth ETF (VUG) stake by 7.5% in Q3 2025, selling an estimated $113K and leaving 18,312 shares worth $1.46M. The position accounts for 0.24% of the portfolio, ranked #57.

Creekmur Asset Management first reported a position in VUG in Q4 2023 and has held it in 8 quarters since. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Creekmur Asset Management held 18,312 shares of Vanguard Growth ETF worth $1.46M as of Q3 2025.
  • Creekmur Asset Management sold 1,482 Vanguard Growth ETF shares in Q3 2025, an estimated $113K.
  • Vanguard Growth ETF made up 0.24% of Creekmur Asset Management's portfolio in Q3 2025, its #57 holding.
  • Creekmur Asset Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.