Towercrest Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Towercrest Capital Management’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	$374K	Sell	4,347 -9,465	-69%	-$796K	0.05%	80
2026 Q1	$1.01M	Sell	13,812 -324	-2%	-$25.2K	0.16%	55
2025 Q4	$1.15M	Buy	14,136 +990	+8%	+$80.3K	0.18%	53
2025 Q3	$1.05M	Hold	13,146	–	–	0.17%	54
2025 Q2	$961K	Hold	13,146	–	–	0.17%	51
2025 Q1	$812K	Hold	13,146	–	–	0.15%	50
2024 Q4	$899K	Hold	13,146	–	–	0.15%	53
2024 Q3	$841K	Hold	13,146	–	–	0.14%	54
2024 Q2	$819K	Hold	13,146	–	–	0.13%	55
2024 Q1	$754K	Hold	13,146	–	–	0.13%	56
2023 Q4	$681K	Buy	13,146 +1,758	+15%	+$84.9K	0.12%	54
2023 Q3	$517K	Buy	11,388 +6	+0.1%	+$283	0.1%	59
2023 Q2	$537K	Buy	11,382 +300	+3%	+$13K	0.1%	59
2023 Q1	$461K	Buy	+11,082	New	+$431K	0.1%	61

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

Towercrest Capital Management's VUG Position: Q2 2026 in Review

Towercrest Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 69% in Q2 2026, selling an estimated $796K and leaving 4,347 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #80.

Towercrest Capital Management first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Towercrest Capital Management held 4,347 shares of Vanguard Morningstar Growth ETF worth $374K as of Q2 2026.
Towercrest Capital Management sold 9,465 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $796K.
Vanguard Morningstar Growth ETF made up 0.05% of Towercrest Capital Management's portfolio in Q2 2026, its #80 holding.
Towercrest Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
Towercrest Capital Management's Vanguard Morningstar Growth ETF position peaked at $1.15M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.