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

Crewe 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 		$730K Buy
8,480
+1,016
+14% +$85.5K 0.05% 108
2026
Q1 		$543K Sell
7,464
-2,424
-25% -$189K 0.05% 121
2025
Q4 		$804K Buy
9,888
+204
+2% +$16.6K 0.07% 93
2025
Q3 		$774K Buy
9,684
+618
+7% +$47.2K 0.07% 93
2025
Q2 		$662K Buy
9,066
+6,570
+263% +$433K 0.09% 76
2025
Q1 		$154K Hold
2,496
– – 0.02% 165
2024
Q4 		$171K Sell
2,496
-1,356
-35% -$91.1K 0.02% 156
2024
Q3 		$246K Buy
3,852
+402
+12% +$24.9K 0.03% 131
2024
Q2 		$215K Buy
3,450
+1,470
+74% +$85.7K 0.02% 172
2024
Q1 		$114K Hold
1,980
– – 0.01% 257
2023
Q4 		$103K Hold
1,980
– – 0.02% 101
2023
Q3 		$89.9K Hold
1,980
– – 0.02% 108
2023
Q2 		$93.4K Hold
1,980
– – 0.01% 210
2023
Q1 		$82.3K Sell
1,980
-216
-10% -$8.4K 0.01% 250
2022
Q4 		$78K Buy
2,196
+216
+11% +$7.95K 0.01% 253
2022
Q3 		$71K Hold
1,980
– – 0.01% 270
2022
Q2 		$74K Hold
1,980
– – 0.02% 249
2022
Q1 		$95K Buy
+1,980
New +$93.7K 0.02% 179

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

Crewe Advisors's VUG Position: Q2 2026 in Review

Crewe Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $85.5K and bringing the position to 8,480 shares worth $730K. The position accounts for 0.05% of the portfolio, ranked #108.

Crewe Advisors first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $804K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Crewe Advisors held 8,480 shares of Vanguard Morningstar Growth ETF worth $730K as of Q2 2026.
  • Crewe Advisors bought 1,016 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $85.5K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Crewe Advisors's portfolio in Q2 2026, its #108 holding.
  • Crewe Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Crewe Advisors's Vanguard Morningstar Growth ETF position peaked at $804K in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.