CWM
VUG icon

Crowley Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Crowley Wealth Management’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
2025
Q4 		– Sell
-300
Closed -$24K – 356
2025
Q3 		$24K Hold
300
– – 0.02% 209
2025
Q2 		$21.9K Hold
300
– – 0.02% 202
2025
Q1 		$18.5K Hold
300
– – 0.02% 211
2024
Q4 		$20.5K Buy
+300
New +$20.2K 0.02% 203

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Crowley Wealth Management's VUG Position: Q4 2025 in Review

Crowley Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 300 shares — an estimated $24K sold.

Crowley Wealth Management first reported a position in VUG in Q4 2024 and held it in 4 quarters. The position peaked at $24K in Q3 2025. 2,815 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Crowley Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 300 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $24K.
  • Crowley Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Vanguard Morningstar Growth ETF position peaked at $24K in Q3 2025.
  • 2,815 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.