First American Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First American 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
2023 Q1	–	Sell	-6,780	Closed	-$241K	–	168
2022 Q4	$241K	Buy	+6,780	New	+$249K	0.02%	158

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

First American Bank's VUG Position: Q1 2023 in Review

First American Bank sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2023, closing a stake of 6,780 shares — an estimated $241K sold.

First American Bank first reported a position in VUG in Q4 2022 and held it in 1 quarter. The position peaked at $241K in Q4 2022. 1,720 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

First American Bank reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
First American Bank sold 6,780 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $241K.
First American Bank first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 1 quarter.
First American Bank's Vanguard Morningstar Growth ETF position peaked at $241K in Q4 2022.
1,720 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on First American Bank's 13F filing for Q1 2023, filed 31 Jul 2024.