Crescent Grove Advisors’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Crescent Grove Advisors's VUG Position: Q1 2026 in Review

Crescent Grove Advisors increased its Vanguard Growth ETF (VUG) stake by 50% in Q1 2026, buying an estimated $499K and bringing the position to 19,188 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #115.

Crescent Grove Advisors first reported a position in VUG in Q3 2020 and has held it in 23 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Crescent Grove Advisors held 19,188 shares of Vanguard Growth ETF worth $1.4M as of Q1 2026.
Crescent Grove Advisors bought 6,408 Vanguard Growth ETF shares in Q1 2026, an estimated $499K.
Vanguard Growth ETF made up 0.13% of Crescent Grove Advisors's portfolio in Q1 2026, its #115 holding.
Crescent Grove Advisors first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 23 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.