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RS Crum Inc’s Vanguard Morningstar 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
Q2 		$3.04M Buy
35,280
+120
+0.3% +$10.1K 0.57% 20
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
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

RS Crum Inc's VUG Position: Q2 2026 in Review

RS Crum Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.34% in Q2 2026, buying an estimated $10.1K and bringing the position to 35,280 shares worth $3.04M. The position accounts for 0.57% of the portfolio, ranked #20.

RS Crum Inc first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • RS Crum Inc held 35,280 shares of Vanguard Morningstar Growth ETF worth $3.04M as of Q2 2026.
  • RS Crum Inc bought 120 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard Morningstar Growth ETF made up 0.57% of RS Crum Inc's portfolio in Q2 2026, its #20 holding.
  • RS Crum Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.