First National Bank Sioux Falls’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First National Bank Sioux Falls’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	$1.18M	Sell	2,428 -12,140	-83%	-$1.02M	0.32%	51
2026 Q1	$1.18M	Hold	14,568	–	–	0.32%	51
2025 Q4	$1.18M	Sell	14,568 -5,760	-28%	-$467K	0.35%	47
2025 Q3	$1.62M	Hold	20,328	–	–	0.51%	38
2025 Q2	$1.49M	Hold	20,328	–	–	0.55%	36
2025 Q1	$1.26M	Hold	20,328	–	–	0.51%	40
2024 Q4	$1.39M	Sell	20,328 -186	-0.9%	-$12.5K	0.59%	32
2024 Q3	$1.31M	Sell	20,514 -336	-2%	-$20.8K	0.6%	33
2024 Q2	$1.3M	Hold	20,850	–	–	0.67%	33
2024 Q1	$1.2M	Sell	20,850 -18	-0.1%	-$990	0.65%	37
2023 Q4	$1.08M	Sell	20,868 -60	-0.3%	-$2.9K	0.55%	39
2023 Q3	$950K	Hold	20,928	–	–	0.57%	38
2023 Q2	$987K	Sell	20,928 -36	-0.2%	-$1.56K	0.63%	35
2023 Q1	$872K	Buy	20,964 +48	+0.2%	+$1.87K	0.6%	38
2022 Q4	$743K	Buy	20,916 +4,290	+26%	+$158K	0.54%	45
2022 Q3	$593K	Sell	16,626 -1,134	-6%	-$45.6K	0.62%	47
2022 Q2	$660K	Sell	17,760 -108	-0.6%	-$4.44K	0.84%	36
2022 Q1	$856K	Hold	17,868	–	–	0.89%	37
2021 Q4	$956K	Hold	17,868	–	–	1.02%	30
2021 Q3	$864K	Hold	17,868	–	–	1.45%	19
2021 Q2	$854K	Buy	17,868 +1,560	+10%	+$70.8K	1.3%	21
2021 Q1	$699K	Buy	16,308 +6,060	+59%	+$259K	1.24%	23
2020 Q4	$433K	Buy	+10,248	New	+$409K	0.94%	34

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 National Bank Sioux Falls's VUG Position: Q2 2026 in Review

First National Bank Sioux Falls reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $1.02M and leaving 2,428 shares worth $1.18M. The position accounts for 0.32% of the portfolio, ranked #51.

First National Bank Sioux Falls first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q3 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

First National Bank Sioux Falls held 2,428 shares of Vanguard Morningstar Growth ETF worth $1.18M as of Q2 2026.
First National Bank Sioux Falls sold 12,140 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.02M.
Vanguard Morningstar Growth ETF made up 0.32% of First National Bank Sioux Falls's portfolio in Q2 2026, its #51 holding.
First National Bank Sioux Falls first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
First National Bank Sioux Falls's Vanguard Morningstar Growth ETF position peaked at $1.62M in Q3 2025.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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