Bank of Ann Arbor’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bank of Ann Arbor’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 Q3	$606K	Buy	+6,730	New	+$589K	0.09%	142

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Bank of Ann Arbor's VUG Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 6,730 shares worth $606K. The stake represents 0.09% of the portfolio and ranks #142 among its holdings.

2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Bank of Ann Arbor held 6,730 shares of Vanguard Morningstar Growth ETF worth $606K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new Bank of Ann Arbor position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Bank of Ann Arbor's portfolio in Q3 2026, its #142 holding.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.