Home Federal Bank of Tennessee’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Home Federal Bank of Tennessee’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	$365K	Buy	4,242 +12	+0.3%	+$1.01K	0.08%	87
2026 Q1	$308K	Hold	4,230	–	–	0.08%	78
2025 Q4	$344K	Buy	4,230 +666	+19%	+$54K	0.09%	66
2025 Q3	$285K	Hold	3,564	–	–	0.08%	68
2025 Q2	$260K	Hold	3,564	–	–	0.07%	69
2025 Q1	$220K	Hold	3,564	–	–	0.07%	76
2024 Q4	$244K	Sell	3,564 -174	-5%	-$11.7K	0.07%	73
2024 Q3	$239K	Buy	3,738 +84	+2%	+$5.21K	0.07%	72
2024 Q2	$228K	Hold	3,654	–	–	0.07%	72
2024 Q1	$210K	Buy	+3,654	New	+$201K	0.06%	75

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

Home Federal Bank of Tennessee's VUG Position: Q2 2026 in Review

Home Federal Bank of Tennessee increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.28% in Q2 2026, buying an estimated $1.01K and bringing the position to 4,242 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #87.

Home Federal Bank of Tennessee first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Home Federal Bank of Tennessee held 4,242 shares of Vanguard Morningstar Growth ETF worth $365K as of Q2 2026.
Home Federal Bank of Tennessee bought 12 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.01K.
Vanguard Morningstar Growth ETF made up 0.08% of Home Federal Bank of Tennessee's portfolio in Q2 2026, its #87 holding.
Home Federal Bank of Tennessee first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Home Federal Bank of Tennessee's 13F filing for Q2 2026, filed 15 Jul 2026.