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Cadence Bank’s Vanguard Growth ETF VUG Stock Holding History

Cadence 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
2025
Q4 		$221K Sell
2,724
-192
-7% -$15.6K 0.01% 310
2025
Q3 		$233K Buy
+2,916
New +$223K 0.01% 307
2025
Q1 		– Sell
-6,864
Closed -$470K – 338
2024
Q4 		$470K Buy
6,864
+2,868
+72% +$193K 0.03% 229
2024
Q3 		$256K Buy
+3,996
New +$248K 0.02% 296
2023
Q1 		– Sell
-12,420
Closed -$441K – 354
2022
Q4 		$441K Hold
12,420
– – 0.04% 237
2022
Q3 		$443K Buy
+12,420
New +$499K 0.05% 222

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Cadence Bank's VUG Position: Q4 2025 in Review

Cadence Bank reduced its Vanguard Growth ETF (VUG) stake by 6.6% in Q4 2025, selling an estimated $15.6K and leaving 2,724 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #310.

Cadence Bank first reported a position in VUG in Q3 2022 and has held it in 6 quarters since. The position peaked at $470K in Q4 2024. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Cadence Bank held 2,724 shares of Vanguard Growth ETF worth $221K as of Q4 2025.
  • Cadence Bank sold 192 Vanguard Growth ETF shares in Q4 2025, an estimated $15.6K.
  • Vanguard Growth ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #310 holding.
  • Cadence Bank first reported a position in Vanguard Growth ETF in Q3 2022 and has held it in 6 quarters since.
  • Cadence Bank's Vanguard Growth ETF position peaked at $470K in Q4 2024.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.