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Crumly & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Crumly & Associates’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 		$220K Hold
2,436
– – 0.04% 194
2026
Q2 		$210K Buy
+2,436
New +$205K 0.04% 189
2026
Q1 		– Sell
-2,514
Closed -$204K – 207
2025
Q4 		$204K Hold
2,514
– – 0.04% 196
2025
Q3 		$201K Buy
+2,514
New +$192K 0.04% 188

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Crumly & Associates's VUG Position: Q3 2026 in Review

Crumly & Associates held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,436 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #194.

Crumly & Associates first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,400 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Crumly & Associates held 2,436 shares of Vanguard Morningstar Growth ETF worth $220K as of Q3 2026.
  • Crumly & Associates left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.04% of Crumly & Associates's portfolio in Q3 2026, its #194 holding.
  • Crumly & Associates first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.