Crown Wealth Group
VUG icon

Crown Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Crown Wealth 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
Q3 		$12.9M Buy
143,459
+6,307
+5% +$552K 3.2% 8
2026
Q2 		$11.8M Buy
137,152
+3,100
+2% +$261K 3.01% 9
2026
Q1 		$9.8M Sell
134,052
-17,364
-11% -$1.35M 2.87% 7
2025
Q4 		$12.3M Sell
151,416
-27,792
-16% -$2.26M 3.44% 6
2025
Q3 		$14.3M Buy
179,208
+68,946
+63% +$5.27M 4.3% 4
2025
Q2 		$8.06M Buy
110,262
+7,092
+7% +$467K 3.03% 8
2025
Q1 		$6.38M Sell
103,170
-2,928
-3% -$197K 3.31% 7
2024
Q4 		$7.26M Buy
106,098
+75,114
+242% +$5.05M 2.95% 9
2024
Q3 		$1.98M Buy
30,984
+702
+2% +$43.5K 0.86% 21
2024
Q2 		$1.89M Hold
30,282
– – 0.94% 20
2024
Q1 		$1.74M Sell
30,282
-10,200
-25% -$561K 0.9% 20
2023
Q4 		$2.1M Buy
40,482
+9,996
+33% +$483K 1.26% 17
2023
Q3 		$1.38M Sell
30,486
-1,800
-6% -$85K 1.04% 18
2023
Q2 		$1.52M Sell
32,286
-3,498
-10% -$152K 1.2% 16
2023
Q1 		$1.49M Buy
35,784
+9,426
+36% +$367K 1.25% 18
2022
Q4 		$936K Hold
26,358
– – 0.88% 19
2022
Q3 		$940K Hold
26,358
– – 0.96% 20
2022
Q2 		$979K Hold
26,358
– – 0.89% 22
2022
Q1 		$1.26M Buy
+26,358
New +$1.25M 0.88% 29

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Crown Wealth Group's VUG Position: Q3 2026 in Review

Crown Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.6% in Q3 2026, buying an estimated $552K and bringing the position to 143,459 shares worth $12.9M. The position accounts for 3.2% of the portfolio, ranked #8.

Crown Wealth Group first reported a position in VUG in Q1 2022 and has held it in 19 quarters since. The position peaked at $14.3M in Q3 2025. 1,378 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Crown Wealth Group held 143,459 shares of Vanguard Morningstar Growth ETF worth $12.9M as of Q3 2026.
  • Crown Wealth Group bought 6,307 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $552K.
  • Vanguard Morningstar Growth ETF made up 3.2% of Crown Wealth Group's portfolio in Q3 2026, its #8 holding.
  • Crown Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Crown Wealth Group's Vanguard Morningstar Growth ETF position peaked at $14.3M in Q3 2025.
  • 1,378 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.