Towercrest Capital Management’s Vanguard 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 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 $1.37T 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

Towercrest Capital Management's VUG Position: Q1 2026 in Review

Towercrest Capital Management reduced its Vanguard Growth ETF (VUG) stake by 2.3% in Q1 2026, selling an estimated $25.2K and leaving 13,812 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #55.

Towercrest Capital Management first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Towercrest Capital Management held 13,812 shares of Vanguard Growth ETF worth $1.01M as of Q1 2026.
Towercrest Capital Management sold 324 Vanguard Growth ETF shares in Q1 2026, an estimated $25.2K.
Vanguard Growth ETF made up 0.16% of Towercrest Capital Management's portfolio in Q1 2026, its #55 holding.
Towercrest Capital Management first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
Towercrest Capital Management's Vanguard Growth ETF position peaked at $1.15M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.