Crescent Grove Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Crescent Grove Advisors’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	$1.38M	Sell	16,068 -3,120	-16%	-$263K	0.12%	125
2026 Q1	$1.4M	Buy	19,188 +6,408	+50%	+$499K	0.13%	115
2025 Q4	$1.04M	Hold	12,780	–	–	0.1%	128
2025 Q3	$1.02M	Hold	12,780	–	–	0.1%	118
2025 Q2	$935K	Sell	12,780 -1,092	-8%	-$71.9K	0.09%	118
2025 Q1	$857K	Buy	13,872 +3,546	+34%	+$239K	0.09%	115
2024 Q4	$706K	Hold	10,326	–	–	0.07%	137
2024 Q3	$661K	Hold	10,326	–	–	0.07%	147
2024 Q2	$644K	Hold	10,326	–	–	0.07%	144
2024 Q1	$592K	Buy	10,326 +1,938	+23%	+$107K	0.06%	160
2023 Q4	$435K	Hold	8,388	–	–	0.05%	192
2023 Q3	$381K	Hold	8,388	–	–	0.05%	200
2023 Q2	$396K	Hold	8,388	–	–	0.04%	202
2023 Q1	$349K	Hold	8,388	–	–	0.04%	216
2022 Q4	$298K	Sell	8,388 -1,530	-15%	-$56.3K	0.03%	228
2022 Q3	$354K	Hold	9,918	–	–	0.04%	192
2022 Q2	$368K	Sell	9,918 -6,240	-39%	-$256K	0.04%	190
2022 Q1	$774K	Sell	16,158 -1,290	-7%	-$61K	0.08%	139
2021 Q4	$933K	Sell	17,448 -156	-0.9%	-$8.13K	0.09%	125
2021 Q3	$851K	Hold	17,604	–	–	0.09%	116
2021 Q2	$842K	Buy	17,604 +9,552	+119%	+$434K	0.09%	118
2021 Q1	$345K	Buy	8,052 +2,406	+43%	+$103K	0.04%	154
2020 Q4	$238K	Hold	5,646	–	–	0.03%	162
2020 Q3	$214K	Buy	+5,646	New	+$208K	0.04%	156

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

Crescent Grove Advisors's VUG Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, selling an estimated $263K and leaving 16,068 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #125.

Crescent Grove Advisors first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.4M in Q1 2026. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Crescent Grove Advisors held 16,068 shares of Vanguard Morningstar Growth ETF worth $1.38M as of Q2 2026.
Crescent Grove Advisors sold 3,120 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $263K.
Vanguard Morningstar Growth ETF made up 0.12% of Crescent Grove Advisors's portfolio in Q2 2026, its #125 holding.
Crescent Grove Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
Crescent Grove Advisors's Vanguard Morningstar Growth ETF position peaked at $1.4M in Q1 2026.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.