First Business Financial Services’s Vanguard 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 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 $1.37T 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

First Business Financial Services's VUG Position: Q1 2026 in Review

First Business Financial Services increased its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2026, buying an estimated $22.4K and bringing the position to 9,300 shares worth $677K. The position accounts for 0.06% of the portfolio, ranked #102.

First Business Financial Services first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $733K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

First Business Financial Services held 9,300 shares of Vanguard Growth ETF worth $677K as of Q1 2026.
First Business Financial Services bought 288 Vanguard Growth ETF shares in Q1 2026, an estimated $22.4K.
Vanguard Growth ETF made up 0.06% of First Business Financial Services's portfolio in Q1 2026, its #102 holding.
First Business Financial Services first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
First Business Financial Services's Vanguard Growth ETF position peaked at $733K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.