RS Crum Inc’s Vanguard Growth ETF VUG Stock Holding History

RS Crum Inc’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 Q1	$2.56M	Buy	35,160 +120	+0.3%	+$9.34K	0.5%	24
2025 Q4	$2.85M	Hold	35,040	–	–	0.57%	19
2025 Q3	$2.8M	Sell	35,040 -90	-0.3%	-$6.88K	0.62%	19
2025 Q2	$2.57M	Hold	35,130	–	–	0.62%	19
2025 Q1	$2.17M	Sell	35,130 -480	-1%	-$32.4K	0.58%	20
2024 Q4	$2.44M	Sell	35,610 -2,070	-5%	-$139K	0.6%	20
2024 Q3	$2.41M	Sell	37,680 -240	-0.6%	-$14.9K	0.56%	20
2024 Q2	$2.36M	Sell	37,920 -570	-1%	-$33.2K	0.62%	20
2024 Q1	$2.21M	Sell	38,490 -450	-1%	-$24.7K	0.6%	19
2023 Q4	$2.02M	Hold	38,940	–	–	0.62%	20
2023 Q3	$1.77M	Hold	38,940	–	–	0.64%	23
2023 Q2	$1.84M	Sell	38,940 -1,260	-3%	-$54.6K	0.66%	21
2023 Q1	$1.67M	Hold	40,200	–	–	0.64%	25
2022 Q4	$1.43M	Sell	40,200 -4,410	-10%	-$162K	0.67%	29
2022 Q3	$1.59M	Sell	44,610 -6,570	-13%	-$264K	0.83%	20
2022 Q2	$1.9M	Buy	51,180 +1,320	+3%	+$54.2K	0.97%	16
2022 Q1	$2.39M	Sell	49,860 -1,650	-3%	-$78K	1.35%	16
2021 Q4	$2.75M	Buy	+51,510	New	+$2.68M	1.52%	15

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RS Crum Inc's VUG Position: Q1 2026 in Review

RS Crum Inc increased its Vanguard Growth ETF (VUG) stake by 0.34% in Q1 2026, buying an estimated $9.34K and bringing the position to 35,160 shares worth $2.56M. The position accounts for 0.5% of the portfolio, ranked #24.

RS Crum Inc first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.85M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

RS Crum Inc held 35,160 shares of Vanguard Growth ETF worth $2.56M as of Q1 2026.
RS Crum Inc bought 120 Vanguard Growth ETF shares in Q1 2026, an estimated $9.34K.
Vanguard Growth ETF made up 0.5% of RS Crum Inc's portfolio in Q1 2026, its #24 holding.
RS Crum Inc first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
RS Crum Inc's Vanguard Growth ETF position peaked at $2.85M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.