First Business Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Business Financial Services’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	$776K	Sell	9,012 -288	-3%	-$24.2K	0.06%	101
2026 Q1	$677K	Buy	9,300 +288	+3%	+$22.4K	0.06%	102
2025 Q4	$733K	Hold	9,012	–	–	0.07%	95
2025 Q3	$720K	Hold	9,012	–	–	0.07%	104
2025 Q2	$658K	Hold	9,012	–	–	0.06%	105
2025 Q1	$557K	Hold	9,012	–	–	0.05%	110
2024 Q4	$616K	Hold	9,012	–	–	0.06%	108
2024 Q3	$577K	Hold	9,012	–	–	0.06%	104
2024 Q2	$562K	Hold	9,012	–	–	0.06%	101
2024 Q1	$517K	Hold	9,012	–	–	0.06%	105
2023 Q4	$467K	Hold	9,012	–	–	0.05%	106
2023 Q3	$409K	Hold	9,012	–	–	0.05%	116
2023 Q2	$425K	Hold	9,012	–	–	0.05%	113
2023 Q1	$375K	Hold	9,012	–	–	0.05%	117
2022 Q4	$320K	Hold	9,012	–	–	0.04%	128
2022 Q3	$321K	Hold	9,012	–	–	0.05%	126
2022 Q2	$335K	Hold	9,012	–	–	0.05%	121
2022 Q1	$432K	Hold	9,012	–	–	0.05%	110
2021 Q4	$482K	Hold	9,012	–	–	0.05%	109
2021 Q3	$436K	Hold	9,012	–	–	0.05%	113
2021 Q2	$431K	Hold	9,012	–	–	0.05%	110
2021 Q1	$386K	Hold	9,012	–	–	0.05%	107
2020 Q4	$381K	Hold	9,012	–	–	0.06%	96
2020 Q3	$342K	Hold	9,012	–	–	0.06%	94
2020 Q2	$304K	Hold	9,012	–	–	0.05%	97
2020 Q1	$235K	Hold	9,012	–	–	0.05%	105
2019 Q4	$274K	Hold	9,012	–	–	0.04%	109
2019 Q3	$250K	Hold	9,012	–	–	0.04%	107
2019 Q2	$245K	Hold	9,012	–	–	0.04%	109
2019 Q1	$235K	Hold	9,012	–	–	0.04%	96
2018 Q4	$202K	Buy	+9,012	New	+$218K	0.03%	143

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

First Business Financial Services's VUG Position: Q2 2026 in Review

First Business Financial Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, selling an estimated $24.2K and leaving 9,012 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #101.

First Business Financial Services first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

First Business Financial Services held 9,012 shares of Vanguard Morningstar Growth ETF worth $776K as of Q2 2026.
First Business Financial Services sold 288 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24.2K.
Vanguard Morningstar Growth ETF made up 0.06% of First Business Financial Services's portfolio in Q2 2026, its #101 holding.
First Business Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.