First Merchants Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Merchants Corp’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	–	Sell	-2,496	Closed	-$203K	–	370
2025 Q4	$203K	Buy	+2,496	New	+$203K	0.01%	345
2022 Q1	–	Sell	-3,744	Closed	-$200K	–	242
2021 Q4	$200K	Buy	+3,744	New	+$195K	0.02%	234
2021 Q3	–	Sell	-6,756	Closed	-$323K	–	245
2021 Q2	$323K	Sell	6,756 -150	-2%	-$6.81K	0.02%	218
2021 Q1	$296K	Hold	6,906	–	–	0.02%	225
2020 Q4	$292K	Hold	6,906	–	–	0.02%	227
2020 Q3	$262K	Buy	+6,906	New	+$255K	0.02%	230

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 22.9% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Merchants Corp's VUG Position: Q1 2026 in Review

First Merchants Corp sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,496 shares — an estimated $203K sold.

First Merchants Corp first reported a position in VUG in Q3 2020 and held it in 6 quarters. The position peaked at $323K in Q2 2021. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

First Merchants Corp reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
First Merchants Corp sold 2,496 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $203K.
First Merchants Corp first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and held it in 6 quarters.
First Merchants Corp's Vanguard Morningstar Growth ETF position peaked at $323K in Q2 2021.
2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on First Merchants Corp's 13F filing for Q1 2026, filed 16 Apr 2026.