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American State Bank (Iowa)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

American State Bank (Iowa)’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 		$464K Buy
5,388
+840
+18% +$70.7K 0.19% 98
2026
Q1 		$331K Buy
4,548
+882
+24% +$68.6K 0.16% 118
2025
Q4 		$298K Buy
3,666
+564
+18% +$45.8K 0.14% 123
2025
Q3 		$248K Hold
3,102
– – 0.13% 122
2025
Q2 		$227K Buy
+3,102
New +$204K 0.13% 123
2025
Q1 		– Sell
-3,102
Closed -$212K – 126
2024
Q4 		$212K Buy
+3,102
New +$208K 0.13% 122
2024
Q1 		– Sell
-1,020
Closed -$52.9K – 321
2023
Q4 		$52.9K Hold
1,020
– – 0.03% 197
2023
Q3 		$46.3K Hold
1,020
– – 0.03% 200
2023
Q2 		$48.1K Hold
1,020
– – 0.03% 202
2023
Q1 		$42.4K Buy
1,020
+486
+91% +$18.9K 0.03% 207
2022
Q4 		$19K Hold
534
– – 0.01% 239
2022
Q3 		$19K Hold
534
– – 0.02% 235
2022
Q2 		$19.8K Hold
534
– – 0.02% 233
2022
Q1 		$25.6K Hold
534
– – 0.02% 222
2021
Q4 		$28.6K Sell
534
-420
-44% -$21.9K 0.02% 220
2021
Q3 		$46.1K Hold
954
– – 0.04% 201
2021
Q2 		$45.6K Hold
954
– – 0.04% 202
2021
Q1 		$40.9K Hold
954
– – 0.03% 199
2020
Q4 		$40.3K Buy
+954
New +$38.1K 0.04% 194

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

American State Bank (Iowa)'s VUG Position: Q2 2026 in Review

American State Bank (Iowa) increased its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q2 2026, buying an estimated $70.7K and bringing the position to 5,388 shares worth $464K. The position accounts for 0.19% of the portfolio, ranked #98.

American State Bank (Iowa) first reported a position in VUG in Q4 2020 and has held it in 19 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • American State Bank (Iowa) held 5,388 shares of Vanguard Morningstar Growth ETF worth $464K as of Q2 2026.
  • American State Bank (Iowa) bought 840 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $70.7K.
  • Vanguard Morningstar Growth ETF made up 0.19% of American State Bank (Iowa)'s portfolio in Q2 2026, its #98 holding.
  • American State Bank (Iowa) first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.