CoreFirst Bank & Trust’s Vanguard Morningstar 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 Q2	$72.4K	Hold	840	–	–	0.04%	184
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 $1.55T 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

CoreFirst Bank & Trust's VUG Position: Q2 2026 in Review

CoreFirst Bank & Trust held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 840 shares worth $72.4K. The position accounts for 0.04% of the portfolio, ranked #184.

CoreFirst Bank & Trust first reported a position in VUG in Q3 2023 and has held it in 10 quarters since. The position peaked at $76.3K in Q4 2024. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

CoreFirst Bank & Trust held 840 shares of Vanguard Morningstar Growth ETF worth $72.4K as of Q2 2026.
CoreFirst Bank & Trust left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #184 holding.
CoreFirst Bank & Trust first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 10 quarters since.
CoreFirst Bank & Trust's Vanguard Morningstar Growth ETF position peaked at $76.3K in Q4 2024.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.