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 Q3	$392K	Hold	4,347	–	–	0.06%	73
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Towercrest Capital Management's VUG Position: Q3 2026 in Review

Towercrest Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,347 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #73.

Towercrest Capital Management first reported a position in VUG in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.15M in Q4 2025. 1,165 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Towercrest Capital Management held 4,347 shares of Vanguard Morningstar Growth ETF worth $392K as of Q3 2026.
Towercrest Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.06% of Towercrest Capital Management's portfolio in Q3 2026, its #73 holding.
Towercrest Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 15 quarters since.
Towercrest Capital Management's Vanguard Morningstar Growth ETF position peaked at $1.15M in Q4 2025.
1,165 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.