Croban’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Croban’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	$325K	Hold	4,458	–	–	0.15%	71
2025 Q4	$362K	Hold	4,458	–	–	0.17%	74
2025 Q3	$356K	Hold	4,458	–	–	0.24%	74
2025 Q2	$326K	Hold	4,458	–	–	0.28%	73
2025 Q1	$276K	Buy	4,458 +48	+1%	+$3.24K	0.25%	74
2024 Q4	$302K	Buy	+4,410	New	+$296K	0.3%	71
2023 Q4	$302K	Buy	+4,410	New	+$213K	0.3%	70

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

Croban's VUG Position: Q1 2026 in Review

Croban held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 4,458 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #71.

Croban first reported a position in VUG in Q4 2023 and has held it in 7 quarters since. The position peaked at $362K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Croban held 4,458 shares of Vanguard Morningstar Growth ETF worth $325K as of Q1 2026.
Croban left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.15% of Croban's portfolio in Q1 2026, its #71 holding.
Croban first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 7 quarters since.
Croban's Vanguard Morningstar Growth ETF position peaked at $362K in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.