CoreFirst Bank & Trust’s Vanguard Growth ETF VUG Stock Holding History

CoreFirst Bank & Trust’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 Q1	$61.2K	Hold	840	–	–	0.03%	199
2025 Q4	$68.3K	Hold	840	–	–	0.04%	195
2025 Q3	$67.1K	Sell	840 -120	-13%	-$9.17K	0.04%	197
2025 Q2	$70.1K	Buy	+960	New	+$63.2K	0.04%	194
2025 Q1	–	Sell	-1,116	Closed	-$76.3K	–	335
2024 Q4	$76.3K	Hold	1,116	–	–	0.05%	182
2024 Q3	$71.4K	Buy	+1,116	New	+$69.2K	0.04%	191
2024 Q2	–	Sell	-1,116	Closed	-$64K	–	338
2024 Q1	$64K	Hold	1,116	–	–	0.04%	198
2023 Q4	$57.8K	Hold	1,116	–	–	0.04%	212
2023 Q3	$50.6K	Buy	+1,116	New	+$52.7K	0.04%	229

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CoreFirst Bank & Trust's VUG Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 840 shares worth $61.2K. The position accounts for 0.03% of the portfolio, ranked #199.

CoreFirst Bank & Trust first reported a position in VUG in Q3 2023 and has held it in 9 quarters since. The position peaked at $76.3K in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

CoreFirst Bank & Trust held 840 shares of Vanguard Growth ETF worth $61.2K as of Q1 2026.
CoreFirst Bank & Trust left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.03% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #199 holding.
CoreFirst Bank & Trust first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 9 quarters since.
CoreFirst Bank & Trust's Vanguard Growth ETF position peaked at $76.3K in Q4 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.