First Nebraska Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Nebraska Trust’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	$574K	Buy	6,660 +156	+2%	+$13.1K	0.05%	141
2026 Q1	$473K	Hold	6,504	–	–	0.04%	142
2025 Q4	$529K	Hold	6,504	–	–	0.05%	135
2025 Q3	$520K	Hold	6,504	–	–	0.05%	130
2025 Q2	$475K	Hold	6,504	–	–	0.05%	127
2025 Q1	$402K	Hold	6,504	–	–	0.04%	135
2024 Q4	$445K	Hold	6,504	–	–	0.04%	132
2024 Q3	$416K	Hold	6,504	–	–	0.04%	138
2024 Q2	$405K	Hold	6,504	–	–	0.04%	135
2024 Q1	$373K	Hold	6,504	–	–	0.04%	137
2023 Q4	$337K	Hold	6,504	–	–	0.04%	139
2023 Q3	$295K	Hold	6,504	–	–	0.04%	143
2023 Q2	$307K	Hold	6,504	–	–	0.04%	138
2023 Q1	$270K	Hold	6,504	–	–	0.03%	143
2022 Q4	$231K	Hold	6,504	–	–	0.03%	154
2022 Q3	$232K	Hold	6,504	–	–	0.03%	144
2022 Q2	$242K	Hold	6,504	–	–	0.03%	147
2022 Q1	$312K	Hold	6,504	–	–	0.04%	137
2021 Q4	$348K	Hold	6,504	–	–	0.04%	131
2021 Q3	$315K	Hold	6,504	–	–	0.04%	134
2021 Q2	$311K	Hold	6,504	–	–	0.04%	134
2021 Q1	$279K	Hold	6,504	–	–	0.04%	143
2020 Q4	$275K	Hold	6,504	–	–	0.04%	138
2020 Q3	$247K	Hold	6,504	–	–	0.04%	132
2020 Q2	$219K	Buy	+6,504	New	+$200K	0.04%	138

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 Nebraska Trust's VUG Position: Q2 2026 in Review

First Nebraska Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 6,660 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #141.

First Nebraska Trust first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

First Nebraska Trust held 6,660 shares of Vanguard Morningstar Growth ETF worth $574K as of Q2 2026.
First Nebraska Trust bought 156 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.1K.
Vanguard Morningstar Growth ETF made up 0.05% of First Nebraska Trust's portfolio in Q2 2026, its #141 holding.
First Nebraska Trust first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.