Peoples Financial Services Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Peoples Financial Services Corp’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	$632K	Hold	7,338	–	–	0.27%	84
2026 Q1	$534K	Sell	7,338 -288	-4%	-$22.4K	0.25%	85
2025 Q4	$620K	Sell	7,626 -720	-9%	-$58.4K	0.29%	79
2025 Q3	$667K	Hold	8,346	–	–	0.3%	80
2025 Q2	$610K	Hold	8,346	–	–	0.3%	82
2025 Q1	$516K	Hold	8,346	–	–	0.25%	96
2024 Q4	$571K	Sell	8,346 -180	-2%	-$12.1K	0.26%	90
2024 Q3	$546K	Sell	8,526 -1,794	-17%	-$111K	0.25%	97
2024 Q2	$643K	Hold	10,320	–	–	0.29%	88
2024 Q1	$592K	Hold	10,320	–	–	0.26%	94
2023 Q4	$535K	Buy	10,320 +72	+0.7%	+$3.48K	0.23%	97
2023 Q3	$465K	Hold	10,248	–	–	0.22%	100
2023 Q2	$483K	Buy	10,248 +492	+5%	+$21.3K	0.22%	100
2023 Q1	$406K	Buy	9,756 +630	+7%	+$24.5K	0.19%	113
2022 Q4	$324K	Buy	9,126 +8,526	+1,421%	+$314K	0.15%	119
2022 Q3	$21K	Hold	600	–	–	0.01%	195
2022 Q2	$22K	Hold	600	–	–	0.01%	198
2022 Q1	$29K	Hold	600	–	–	0.01%	195
2021 Q4	$32K	Hold	600	–	–	0.01%	183
2021 Q3	$29K	Hold	600	–	–	0.01%	185
2021 Q2	$29K	Hold	600	–	–	0.01%	184
2021 Q1	$26K	Hold	600	–	–	0.01%	184
2020 Q4	$25K	Hold	600	–	–	0.01%	179
2020 Q3	$23K	Hold	600	–	–	0.01%	176
2020 Q2	$20K	Hold	600	–	–	0.01%	185
2020 Q1	$16K	Hold	600	–	–	0.01%	195
2019 Q4	$18K	Hold	600	–	–	0.01%	200
2019 Q3	$17K	Hold	600	–	–	0.01%	205
2019 Q2	$16K	Hold	600	–	–	0.01%	213
2019 Q1	$16K	Hold	600	–	–	0.01%	210
2018 Q4	$13K	Hold	600	–	–	0.01%	207
2018 Q3	$16K	Hold	600	–	–	0.01%	207
2018 Q2	$15K	Hold	600	–	–	0.01%	207
2018 Q1	$14K	Hold	600	–	–	0.01%	218
2017 Q4	$14K	Hold	600	–	–	0.01%	216
2017 Q3	$13K	Hold	600	–	–	0.01%	213
2017 Q2	$13K	Hold	600	–	–	0.01%	212
2017 Q1	$12K	Sell	600 -300	-33%	-$5.92K	0.01%	210
2016 Q4	$16K	Buy	900 +300	+50%	+$5.55K	0.01%	190
2016 Q3	$11K	Sell	600 -300	-33%	-$5.58K	0.01%	201
2016 Q2	$16K	Hold	900	–	–	0.01%	190
2016 Q1	$16K	Hold	900	–	–	0.01%	189
2015 Q4	$16K	Hold	900	–	–	0.01%	183
2015 Q3	$15K	Hold	900	–	–	0.01%	189
2015 Q2	$16K	Sell	900 -192	-18%	-$3.49K	0.01%	194
2015 Q1	$19K	Hold	1,092	–	–	0.01%	181
2014 Q4	$19K	Hold	1,092	–	–	0.01%	186
2014 Q3	$18K	Hold	1,092	–	–	0.01%	184
2014 Q2	$18K	Hold	1,092	–	–	0.01%	193
2014 Q1	$17K	Sell	1,092 -1,200	-52%	-$18.6K	0.01%	192
2013 Q4	$36K	Buy	+2,292	New	+$33.9K	0.02%	161

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

Peoples Financial Services Corp's VUG Position: Q2 2026 in Review

Peoples Financial Services Corp held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 7,338 shares worth $632K. The position accounts for 0.27% of the portfolio, ranked #84.

Peoples Financial Services Corp first reported a position in VUG in Q4 2013 and has held it in 51 quarters since. The position peaked at $667K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Peoples Financial Services Corp held 7,338 shares of Vanguard Morningstar Growth ETF worth $632K as of Q2 2026.
Peoples Financial Services Corp left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.27% of Peoples Financial Services Corp's portfolio in Q2 2026, its #84 holding.
Peoples Financial Services Corp first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 51 quarters since.
Peoples Financial Services Corp's Vanguard Morningstar Growth ETF position peaked at $667K in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Peoples Financial Services Corp's 13F filing for Q2 2026, filed 22 Jul 2026.