BancFirst Trust & Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BancFirst Trust & Investment 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 Q2	$964K	Buy	11,358 +2,748	+32%	+$231K	0.41%	17
2026 Q1	$603K	Buy	8,610 +2,256	+36%	+$176K	0.27%	20
2025 Q4	$521K	Hold	6,354	–	–	0.21%	22
2025 Q3	$506K	Hold	6,354	–	–	0.19%	22
2025 Q2	$462K	Sell	6,354 -600	-9%	-$39.5K	0.21%	23
2025 Q1	$429K	Buy	6,954 +600	+9%	+$40.5K	0.21%	24
2024 Q4	$439K	Hold	6,354	–	–	0.2%	34
2024 Q3	$405K	Sell	6,354 -1,248	-16%	-$77.4K	0.14%	37
2024 Q2	$478K	Buy	7,602 +1,248	+20%	+$72.8K	0.22%	30
2024 Q1	$365K	Sell	6,354 -930	-13%	-$51.1K	0.17%	34
2023 Q4	$379K	Hold	7,284	–	–	0.17%	29
2023 Q3	$330K	Hold	7,284	–	–	0.16%	29
2023 Q2	$339K	Hold	7,284	–	–	0.2%	28
2023 Q1	$297K	Sell	7,284 -6	-0.1%	-$233	0.18%	32
2022 Q4	$260K	Hold	7,290	–	–	0.15%	34
2022 Q3	$264K	Buy	+7,290	New	+$293K	0.16%	36
2022 Q2	–	Sell	-7,284	Closed	-$349K	–	57
2022 Q1	$349K	Buy	+7,284	New	+$345K	0.22%	33

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BancFirst Trust & Investment Management's VUG Position: Q2 2026 in Review

BancFirst Trust & Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, buying an estimated $231K and bringing the position to 11,358 shares worth $964K. The position accounts for 0.41% of the portfolio, ranked #17.

BancFirst Trust & Investment Management first reported a position in VUG in Q1 2022 and has held it in 17 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

BancFirst Trust & Investment Management held 11,358 shares of Vanguard Morningstar Growth ETF worth $964K as of Q2 2026.
BancFirst Trust & Investment Management bought 2,748 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $231K.
Vanguard Morningstar Growth ETF made up 0.41% of BancFirst Trust & Investment Management's portfolio in Q2 2026, its #17 holding.
BancFirst Trust & Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 17 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BancFirst Trust & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.