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1ST Source Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

1ST Source Bank’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 		$377K Buy
4,381
+919
+27% +$77.3K 0.02% 229
2026
Q1 		$252K Sell
3,462
-96
-3% -$7.47K 0.01% 263
2025
Q4 		$289K Sell
3,558
-78
-2% -$6.33K 0.02% 247
2025
Q3 		$291K Hold
3,636
– – 0.02% 245
2025
Q2 		$266K Sell
3,636
-48
-1% -$3.16K 0.01% 246
2025
Q1 		$228K Buy
3,684
+342
+10% +$23.1K 0.01% 248
2024
Q4 		$229K Buy
3,342
+90
+3% +$6.05K 0.01% 249
2024
Q3 		$208K Hold
3,252
– – 0.01% 260
2024
Q2 		$203K Buy
+3,252
New +$190K 0.01% 253
2023
Q3 		– Sell
-9,594
Closed -$452K – 249
2023
Q2 		$452K Sell
9,594
-8,856
-48% -$384K 0.03% 183
2023
Q1 		$767K Buy
18,450
+3,840
+26% +$149K 0.05% 149
2022
Q4 		$519K Sell
14,610
-2,982
-17% -$110K 0.03% 176
2022
Q3 		$627K Sell
17,592
-1,326
-7% -$53.3K 0.05% 159
2022
Q2 		$703K Buy
+18,918
New +$777K 0.05% 152

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 22.9% 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

1ST Source Bank's VUG Position: Q2 2026 in Review

1ST Source Bank increased its Vanguard Morningstar Growth ETF (VUG) stake by 27% in Q2 2026, buying an estimated $77.3K and bringing the position to 4,381 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #229.

1ST Source Bank first reported a position in VUG in Q2 2022 and has held it in 14 quarters since. The position peaked at $767K in Q1 2023. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • 1ST Source Bank held 4,381 shares of Vanguard Morningstar Growth ETF worth $377K as of Q2 2026.
  • 1ST Source Bank bought 919 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $77.3K.
  • Vanguard Morningstar Growth ETF made up 0.02% of 1ST Source Bank's portfolio in Q2 2026, its #229 holding.
  • 1ST Source Bank first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 14 quarters since.
  • 1ST Source Bank's Vanguard Morningstar Growth ETF position peaked at $767K in Q1 2023.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.