Crux Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Crux Wealth Advisors’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	$1.94M	Sell	22,503 -225	-1%	-$18.9K	0.67%	45
2026 Q1	$1.65M	Sell	22,728 -180	-0.8%	-$14K	0.63%	48
2025 Q4	$1.86M	Sell	22,908 -606	-3%	-$49.2K	0.69%	44
2025 Q3	$1.88M	Sell	23,514 -78	-0.3%	-$5.96K	0.75%	39
2025 Q2	$1.72M	Sell	23,592 -288	-1%	-$19K	0.73%	41
2025 Q1	$1.48M	Sell	23,880 -252	-1%	-$17K	0.77%	36
2024 Q4	$1.65M	Buy	+24,132	New	+$1.62M	0.92%	34

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Crux Wealth Advisors's VUG Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.99% in Q2 2026, selling an estimated $18.9K and leaving 22,503 shares worth $1.94M. The position accounts for 0.67% of the portfolio, ranked #45.

Crux Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Crux Wealth Advisors held 22,503 shares of Vanguard Morningstar Growth ETF worth $1.94M as of Q2 2026.
Crux Wealth Advisors sold 225 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $18.9K.
Vanguard Morningstar Growth ETF made up 0.67% of Crux Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Crux Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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