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Crumly & Associates’s Vanguard 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
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

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Crumly & Associates's VUG Position: Q2 2026 in Review

Crumly & Associates opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,436 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings. This is a return to the name: Crumly & Associates previously reported a position in VUG as recently as Q4 2025.

Crumly & Associates first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 1,269 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Crumly & Associates held 2,436 shares of Vanguard Growth ETF worth $210K as of Q2 2026.
  • Vanguard Growth ETF was a new Crumly & Associates position in Q2 2026.
  • Vanguard Growth ETF made up 0.04% of Crumly & Associates's portfolio in Q2 2026, its #189 holding.
  • Crumly & Associates first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.