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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
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

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Crumly & Associates opened a new position in Vanguard Morningstar 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. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Crumly & Associates held 2,436 shares of Vanguard Morningstar Growth ETF worth $210K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Crumly & Associates position in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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