Cresta Advisors
VUG icon

Cresta Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cresta 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
Q3 		$477K Hold
5,292
– – 0.21% 39
2026
Q2 		$456K Hold
5,292
– – 0.16% 45
2026
Q1 		$385K Sell
5,292
-6
-0.1% -$467 0.16% 45
2025
Q4 		$431K Buy
+5,298
New +$430K 0.18% 44

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Cresta Advisors's VUG Position: Q3 2026 in Review

Cresta Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 5,292 shares worth $477K. The position accounts for 0.21% of the portfolio, ranked #39.

Cresta Advisors first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 908 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cresta Advisors held 5,292 shares of Vanguard Morningstar Growth ETF worth $477K as of Q3 2026.
  • Cresta Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.21% of Cresta Advisors's portfolio in Q3 2026, its #39 holding.
  • Cresta Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 908 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.