Midwest Trust’s Vanguard Morningstar 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 Q2	$21.3M	Buy	247,501 +27,733	+13%	+$2.33M	0.24%	102
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 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

Midwest Trust's VUG Position: Q2 2026 in Review

Midwest Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, buying an estimated $2.33M and bringing the position to 247,501 shares worth $21.3M. The position accounts for 0.24% of the portfolio, ranked #102.

Midwest Trust first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Midwest Trust held 247,501 shares of Vanguard Morningstar Growth ETF worth $21.3M as of Q2 2026.
Midwest Trust bought 27,733 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.33M.
Vanguard Morningstar Growth ETF made up 0.24% of Midwest Trust's portfolio in Q2 2026, its #102 holding.
Midwest Trust first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.