CWG
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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
Q2 		$11.8M Buy
137,152
+3,100
+2% +$261K 3.01% 9
2026
Q1 		$9.76M 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

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Crown Wealth Group's VUG Position: Q2 2026 in Review

Crown Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, buying an estimated $261K and bringing the position to 137,152 shares worth $11.8M. The position accounts for 3.01% of the portfolio, ranked #9.

Crown Wealth Group first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.3M in Q3 2025. 1,437 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Crown Wealth Group held 137,152 shares of Vanguard Morningstar Growth ETF worth $11.8M as of Q2 2026.
  • Crown Wealth Group bought 3,100 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $261K.
  • Vanguard Morningstar Growth ETF made up 3.01% of Crown Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Crown Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Crown Wealth Group's Vanguard Morningstar Growth ETF position peaked at $14.3M in Q3 2025.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.