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Crestwood Advisors Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Crestwood Advisors Group’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 		$3.76M Buy
43,632
+1,734
+4% +$146K 0.06% 174
2026
Q1 		$3.05M Buy
41,898
+1,026
+3% +$79.8K 0.05% 190
2025
Q4 		$3.32M Buy
40,872
+4,080
+11% +$331K 0.06% 172
2025
Q3 		$2.94M Buy
36,792
+5,256
+17% +$402K 0.05% 175
2025
Q2 		$2.3M Buy
31,536
+234
+0.7% +$15.4K 0.04% 192
2025
Q1 		$1.93M Buy
31,302
+156
+0.5% +$10.5K 0.04% 203
2024
Q4 		$2.13M Buy
31,146
+876
+3% +$58.8K 0.04% 183
2024
Q3 		$1.94M Buy
30,270
+1,092
+4% +$67.7K 0.04% 185
2024
Q2 		$1.82M Sell
29,178
-1,332
-4% -$77.7K 0.04% 182
2024
Q1 		$1.75M Sell
30,510
-222
-0.7% -$12.2K 0.04% 179
2023
Q4 		$1.59M Buy
30,732
+13,938
+83% +$673K 0.04% 177
2023
Q3 		$762K Sell
16,794
-3,006
-15% -$142K 0.02% 215
2023
Q2 		$934K Buy
19,800
+618
+3% +$26.8K 0.03% 144
2023
Q1 		$797K Buy
19,182
+600
+3% +$23.3K 0.03% 155
2022
Q4 		$660K Sell
18,582
-120
-0.6% -$4.41K 0.02% 167
2022
Q3 		$667K Buy
18,702
+216
+1% +$8.68K 0.02% 167
2022
Q2 		$687K Buy
18,486
+1,614
+10% +$66.3K 0.02% 168
2022
Q1 		$809K Sell
16,872
-1,020
-6% -$48.2K 0.02% 173
2021
Q4 		$957K Buy
17,892
+78
+0.4% +$4.06K 0.02% 167
2021
Q3 		$862K Sell
17,814
-450
-2% -$22.4K 0.02% 160
2021
Q2 		$873K Buy
18,264
+2,040
+13% +$92.6K 0.03% 161
2021
Q1 		$695K Sell
16,224
-2,010
-11% -$86K 0.02% 171
2020
Q4 		$770K Sell
18,234
-720
-4% -$28.7K 0.03% 159
2020
Q3 		$719K Buy
18,954
+5,934
+46% +$219K 0.03% 145
2020
Q2 		$439K Sell
13,020
-906
-7% -$27.9K 0.02% 172
2020
Q1 		$364K Sell
13,926
-2,874
-17% -$86.1K 0.02% 167
2019
Q4 		$510K Buy
16,800
+294
+2% +$8.49K 0.02% 177
2019
Q3 		$457K Sell
16,506
-786
-5% -$21.8K 0.02% 173
2019
Q2 		$471K Buy
17,292
+240
+1% +$6.41K 0.02% 172
2019
Q1 		$445K Sell
17,052
-1,470
-8% -$36.3K 0.03% 117
2018
Q4 		$415K Sell
18,522
-2,304
-11% -$55.8K 0.03% 109
2018
Q3 		$559K Hold
20,826
– – 0.04% 97
2018
Q2 		$540K Sell
20,826
-3,180
-13% -$78K 0.04% 100
2018
Q1 		$568K Buy
24,006
+666
+3% +$16.2K 0.04% 95
2017
Q4 		$547K Buy
23,340
+1,746
+8% +$40.1K 0.04% 103
2017
Q3 		$478K Sell
21,594
-564
-3% -$12.3K 0.04% 104
2017
Q2 		$483K Buy
22,158
+19,146
+636% +$401K 0.04% 102
2017
Q1 		$63K Buy
+3,012
New +$59.4K 0.01% 229

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Crestwood Advisors Group's VUG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q2 2026, buying an estimated $146K and bringing the position to 43,632 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #174.

Crestwood Advisors Group first reported a position in VUG in Q1 2017 and has held it in 38 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Crestwood Advisors Group held 43,632 shares of Vanguard Morningstar Growth ETF worth $3.76M as of Q2 2026.
  • Crestwood Advisors Group bought 1,734 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $146K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Crestwood Advisors Group's portfolio in Q2 2026, its #174 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.