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

First Interstate 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
2026 Q2	$349K	Sell	4,056 -774	-16%	-$65.1K	0.02%	161
2026 Q1	$352K	Buy	4,830 +828	+21%	+$64.4K	0.02%	158
2025 Q4	$325K	Hold	4,002	–	–	0.02%	161
2025 Q3	$320K	Sell	4,002 -882	-18%	-$67.4K	0.02%	165
2025 Q2	$357K	Buy	4,884 +606	+14%	+$39.9K	0.02%	138
2025 Q1	$264K	Sell	4,278 -1,110	-21%	-$74.8K	0.02%	152
2024 Q4	$369K	Buy	5,388 +1,194	+28%	+$80.2K	0.02%	133
2024 Q3	$268K	Buy	4,194 +744	+22%	+$46.1K	0.02%	158
2024 Q2	$215K	Buy	+3,450	New	+$201K	0.01%	158
2024 Q1	–	Sell	-4,428	Closed	-$229K	–	175
2023 Q4	$229K	Sell	4,428 -1,920	-30%	-$92.7K	0.02%	151
2023 Q3	$288K	Buy	+6,348	New	+$300K	0.02%	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 Interstate Bank's VUG Position: Q2 2026 in Review

First Interstate Bank reduced its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, selling an estimated $65.1K and leaving 4,056 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #161.

First Interstate Bank first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. The position peaked at $369K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

First Interstate Bank held 4,056 shares of Vanguard Morningstar Growth ETF worth $349K as of Q2 2026.
First Interstate Bank sold 774 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $65.1K.
Vanguard Morningstar Growth ETF made up 0.02% of First Interstate Bank's portfolio in Q2 2026, its #161 holding.
First Interstate Bank first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 11 quarters since.
First Interstate Bank's Vanguard Morningstar Growth ETF position peaked at $369K in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on First Interstate Bank's 13F filing for Q2 2026, filed 24 Jul 2026.