AUB
VUG icon

Atlantic Union Bankshares’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Atlantic Union Bankshares’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 		$27.1M Buy
314,762
+20,426
+7% +$1.72M 0.45% 54
2026
Q1 		$21.4M Buy
294,336
+11,544
+4% +$898K 0.41% 58
2025
Q4 		$23M Buy
282,792
+19,122
+7% +$1.55M 0.43% 55
2025
Q3 		$21.1M Buy
263,670
+23,574
+10% +$1.8M 0.4% 57
2025
Q2 		$17.5M Buy
240,096
+226,728
+1,696% +$14.9M 0.4% 64
2025
Q1 		$826K Buy
13,368
+936
+8% +$63.1K 0.05% 192
2024
Q4 		$850K Sell
12,432
-18
-0.1% -$1.21K 0.05% 206
2024
Q3 		$797K Sell
12,450
-330
-3% -$20.5K 0.05% 208
2024
Q2 		$797K Buy
12,780
+642
+5% +$37.4K 0.05% 207
2024
Q1 		$696K Sell
12,138
-570
-4% -$31.3K 0.06% 190
2023
Q4 		$658K Hold
12,708
– – 0.06% 196
2023
Q3 		$577K Hold
12,708
– – 0.06% 200
2023
Q2 		$599K Buy
12,708
+780
+7% +$33.8K 0.06% 206
2023
Q1 		$496K Hold
11,928
– – 0.05% 193
2022
Q4 		$424K Sell
11,928
-96
-0.8% -$3.53K 0.05% 197
2022
Q3 		$429K Sell
12,024
-354
-3% -$14.2K 0.05% 182
2022
Q2 		$459K Hold
12,378
– – 0.05% 186
2022
Q1 		$593K Sell
12,378
-192
-2% -$9.08K 0.05% 181
2021
Q4 		$672K Buy
12,570
+882
+8% +$45.9K 0.06% 170
2021
Q3 		$566K Hold
11,688
– – 0.05% 183
2021
Q2 		$559K Sell
11,688
-102
-0.9% -$4.63K 0.05% 190
2021
Q1 		$505K Sell
11,790
-234
-2% -$10K 0.05% 186
2020
Q4 		$508K Sell
12,024
-654
-5% -$26.1K 0.05% 187
2020
Q3 		$481K Buy
12,678
+4,038
+47% +$149K 0.06% 180
2020
Q2 		$291K Buy
8,640
+654
+8% +$20.1K 0.04% 217
2020
Q1 		$208K Buy
+7,986
New +$239K 0.03% 228

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 22.96% 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

Atlantic Union Bankshares's VUG Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.9% in Q2 2026, buying an estimated $1.72M and bringing the position to 314,762 shares worth $27.1M. The position accounts for 0.45% of the portfolio, ranked #54.

Atlantic Union Bankshares first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Atlantic Union Bankshares held 314,762 shares of Vanguard Morningstar Growth ETF worth $27.1M as of Q2 2026.
  • Atlantic Union Bankshares bought 20,426 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.72M.
  • Vanguard Morningstar Growth ETF made up 0.45% of Atlantic Union Bankshares's portfolio in Q2 2026, its #54 holding.
  • Atlantic Union Bankshares first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.