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Midwest Trust’s Vanguard Growth ETF VUG Stock Holding History

Midwest 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
Q1 		$16M Buy
219,768
+29,352
+15% +$2.28M 0.2% 113
2025
Q4 		$15.5M Buy
190,416
+15,162
+9% +$1.23M 0.19% 118
2025
Q3 		$14M Sell
175,254
-11,718
-6% -$895K 0.18% 124
2025
Q2 		$13.7M Buy
+186,972
New +$12.3M 0.19% 127

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Midwest Trust's VUG Position: Q1 2026 in Review

Midwest Trust increased its Vanguard Growth ETF (VUG) stake by 15% in Q1 2026, buying an estimated $2.28M and bringing the position to 219,768 shares worth $16M. The position accounts for 0.2% of the portfolio, ranked #113.

Midwest Trust first reported a position in VUG in Q2 2025 and has held it in 4 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Midwest Trust held 219,768 shares of Vanguard Growth ETF worth $16M as of Q1 2026.
  • Midwest Trust bought 29,352 Vanguard Growth ETF shares in Q1 2026, an estimated $2.28M.
  • Vanguard Growth ETF made up 0.2% of Midwest Trust's portfolio in Q1 2026, its #113 holding.
  • Midwest Trust first reported a position in Vanguard Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.