MFG
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MidWestOne Financial Group’s Vanguard Growth ETF VUG Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$527K Sell
6,480
-2,832
-30% -$230K 0.06% 208
2025
Q3 		$744K Hold
9,312
– – 0.09% 183
2025
Q2 		$680K Hold
9,312
– – 0.09% 189
2025
Q1 		$576K Hold
9,312
– – 0.08% 191
2024
Q4 		$637K Buy
9,312
+1,566
+20% +$105K 0.09% 191
2024
Q3 		$496K Hold
7,746
– – 0.07% 206
2024
Q2 		$483K Hold
7,746
– – 0.09% 205
2024
Q1 		$444K Buy
+7,746
New +$426K 0.08% 221

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MidWestOne Financial Group's VUG Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Vanguard Growth ETF (VUG) stake by 30% in Q4 2025, selling an estimated $230K and leaving 6,480 shares worth $527K. The position accounts for 0.06% of the portfolio, ranked #208.

MidWestOne Financial Group first reported a position in VUG in Q1 2024 and has held it in 8 quarters since. The position peaked at $744K in Q3 2025. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • MidWestOne Financial Group held 6,480 shares of Vanguard Growth ETF worth $527K as of Q4 2025.
  • MidWestOne Financial Group sold 2,832 Vanguard Growth ETF shares in Q4 2025, an estimated $230K.
  • Vanguard Growth ETF made up 0.06% of MidWestOne Financial Group's portfolio in Q4 2025, its #208 holding.
  • MidWestOne Financial Group first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • MidWestOne Financial Group's Vanguard Growth ETF position peaked at $744K in Q3 2025.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.