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Parkside Financial Bank & Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Parkside Financial Bank & 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 		$8.28M Buy
113,772
+18,966
+20% +$1.48M 0.63% 25
2025
Q4 		$7.71M Sell
94,806
-1,404
-1% -$114K 0.58% 31
2025
Q3 		$7.69M Sell
96,210
-72
-0.1% -$5.5K 0.59% 27
2025
Q2 		$7.03M Buy
96,282
+20,964
+28% +$1.38M 0.76% 25
2025
Q1 		$4.65M Buy
75,318
+2,238
+3% +$151K 0.59% 33
2024
Q4 		$5M Sell
73,080
-5,808
-7% -$390K 0.66% 25
2024
Q3 		$5.05M Buy
78,888
+432
+0.6% +$26.8K 0.7% 25
2024
Q2 		$4.89M Sell
78,456
-1,572
-2% -$91.7K 0.77% 25
2024
Q1 		$4.59M Sell
80,028
-2,856
-3% -$157K 0.74% 26
2023
Q4 		$4.29M Sell
82,884
-1,824
-2% -$88K 0.78% 25
2023
Q3 		$3.84M Sell
84,708
-582
-0.7% -$27.5K 0.89% 20
2023
Q2 		$4.02M Sell
85,290
-2,178
-2% -$94.5K 0.96% 18
2023
Q1 		$3.64M Buy
87,468
+9,192
+12% +$357K 0.98% 20
2022
Q4 		$2.78M Buy
78,276
+20,640
+36% +$759K 0.8% 25
2022
Q3 		$2.06M Sell
57,636
-84
-0.1% -$3.38K 0.66% 27
2022
Q2 		$2.14M Buy
57,720
+21,612
+60% +$888K 0.66% 27
2022
Q1 		$1.73M Buy
36,108
+18,480
+105% +$874K 0.46% 38
2021
Q4 		$943K Sell
17,628
-846
-5% -$44.1K 0.23% 76
2021
Q3 		$893K Buy
18,474
+162
+0.9% +$8.06K 0.26% 57
2021
Q2 		$875K Sell
18,312
-714
-4% -$32.4K 0.25% 58
2021
Q1 		$815K Sell
19,026
-1,542
-7% -$66K 0.25% 61
2020
Q4 		$868K Sell
20,568
-3,540
-15% -$141K 0.27% 56
2020
Q3 		$915K Sell
24,108
-1,416
-6% -$52.3K 0.32% 48
2020
Q2 		$860K Buy
25,524
+108
+0.4% +$3.32K 0.28% 58
2020
Q1 		$664K Buy
25,416
+8,022
+46% +$240K 0.25% 55
2019
Q4 		$528K Buy
17,394
+726
+4% +$21K 0.15% 92
2019
Q3 		$462K Buy
16,668
+3,762
+29% +$104K 0.15% 104
2019
Q2 		$351K Buy
12,906
+10,506
+438% +$281K 0.11% 137
2019
Q1 		$63K Sell
2,400
-1,800
-43% -$44.4K 0.02% 331
2018
Q4 		$94K Hold
4,200
– – 0.03% 256
2018
Q3 		$113K Sell
4,200
-54
-1% -$1.41K 0.04% 239
2018
Q2 		$106K Buy
4,254
+12
+0.3% +$294 0.04% 236
2018
Q1 		$100K Buy
4,242
+12
+0.3% +$293 0.04% 234
2017
Q4 		$99K Buy
+4,230
New +$97.1K 0.04% 238
2017
Q2 		– Sell
-2,700
Closed -$55K – 1560
2017
Q1 		$55K Buy
+2,700
New +$53.3K 0.02% 311
2015
Q3 		– Sell
-12,468
Closed -$223K – 1100
2015
Q2 		$223K Buy
12,468
+942
+8% +$17.1K 0.12% 154
2015
Q1 		$201K Buy
+11,526
New +$204K 0.11% 166

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Parkside Financial Bank & Trust's VUG Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q1 2026, buying an estimated $1.48M and bringing the position to 113,772 shares worth $8.28M. The position accounts for 0.63% of the portfolio, ranked #25.

Parkside Financial Bank & Trust first reported a position in VUG in Q1 2015 and has held it in 37 quarters since. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Parkside Financial Bank & Trust held 113,772 shares of Vanguard Morningstar Growth ETF worth $8.28M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 18,966 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.48M.
  • Vanguard Morningstar Growth ETF made up 0.63% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #25 holding.
  • Parkside Financial Bank & Trust first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and has held it in 37 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.