Midwest Trust
VUG icon

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
Q3 		$24.3M Buy
269,147
+21,646
+9% +$1.89M 0.27% 85
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Midwest Trust's VUG Position: Q3 2026 in Review

Midwest Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.7% in Q3 2026, buying an estimated $1.89M and bringing the position to 269,147 shares worth $24.3M. The position accounts for 0.27% of the portfolio, ranked #85.

Midwest Trust first reported a position in VUG in Q2 2025 and has held it in 6 quarters since. 943 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Midwest Trust held 269,147 shares of Vanguard Morningstar Growth ETF worth $24.3M as of Q3 2026.
  • Midwest Trust bought 21,646 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.89M.
  • Vanguard Morningstar Growth ETF made up 0.27% of Midwest Trust's portfolio in Q3 2026, its #85 holding.
  • Midwest Trust first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 943 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.