Simmons Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Simmons Bank’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	$10.8M	Buy	125,654 +30,236	+32%	+$2.54M	0.62%	42
2026 Q1	$6.95M	Sell	95,418 -3,816	-4%	-$297K	0.47%	59
2025 Q4	$8.07M	Sell	99,234 -2,712	-3%	-$220K	0.54%	45
2025 Q3	$8.15M	Sell	101,946 -3,708	-4%	-$283K	0.54%	45
2025 Q2	$7.72M	Sell	105,654 -2,622	-2%	-$173K	0.55%	46
2025 Q1	$6.69M	Sell	108,276 -4,638	-4%	-$313K	0.5%	50
2024 Q4	$7.72M	Sell	112,914 -3,390	-3%	-$228K	0.56%	46
2024 Q3	$7.44M	Sell	116,304 -762	-0.7%	-$47.2K	0.54%	50
2024 Q2	$7.3M	Sell	117,066 -2,106	-2%	-$123K	0.55%	48
2024 Q1	$6.84M	Buy	119,172 +654	+0.6%	+$36K	0.51%	48
2023 Q4	$6.14M	Sell	118,518 -5,916	-5%	-$286K	0.5%	50
2023 Q3	$5.65M	Sell	124,434 -6,474	-5%	-$306K	0.5%	52
2023 Q2	$6.17M	Sell	130,908 -6,942	-5%	-$301K	0.52%	51
2023 Q1	$5.73M	Sell	137,850 -8,064	-6%	-$314K	0.49%	57
2022 Q4	$5.18M	Sell	145,914 -1,314	-0.9%	-$48.3K	0.45%	61
2022 Q3	$5.25M	Sell	147,228 -2,154	-1%	-$86.6K	0.49%	53
2022 Q2	$5.55M	Sell	149,382 -6,228	-4%	-$256K	0.49%	54
2022 Q1	$7.46M	Sell	155,610 -1,722	-1%	-$81.5K	0.56%	44
2021 Q4	$8.41M	Sell	157,332 -2,850	-2%	-$148K	0.59%	43
2021 Q3	$7.75M	Buy	160,182 +3,030	+2%	+$151K	0.56%	45
2021 Q2	$7.51M	Buy	157,152 +16,854	+12%	+$765K	0.54%	47
2021 Q1	$6.01M	Buy	140,298 +1,122	+0.8%	+$48K	0.45%	55
2020 Q4	$5.88M	Sell	139,176 -8,358	-6%	-$334K	0.47%	56
2020 Q3	$5.6M	Sell	147,534 -3,360	-2%	-$124K	0.46%	53
2020 Q2	$5.08M	Buy	150,894 +7,500	+5%	+$231K	0.42%	58
2020 Q1	$3.74M	Buy	143,394 +16,920	+13%	+$507K	0.33%	67
2019 Q4	$3.84M	Sell	126,474 -348	-0.3%	-$10.1K	0.34%	66
2019 Q3	$3.51M	Sell	126,822 -3,096	-2%	-$85.9K	0.35%	69
2019 Q2	$3.54M	Buy	129,918 +21,744	+20%	+$581K	0.34%	63
2019 Q1	$2.82M	Sell	108,174 -3,696	-3%	-$91.2K	0.27%	79
2018 Q4	$2.5M	Sell	111,870 -3,666	-3%	-$88.8K	0.28%	75
2018 Q3	$3.1M	Sell	115,536 -44,292	-28%	-$1.16M	0.31%	66
2018 Q2	$3.99M	Sell	159,828 -3,420	-2%	-$83.9K	0.36%	59
2018 Q1	$3.86M	Sell	163,248 -44,160	-21%	-$1.08M	0.35%	52
2017 Q4	$4.86M	Sell	207,408 -5,028	-2%	-$115K	0.49%	41
2017 Q3	$4.7M	Sell	212,436 -5,136	-2%	-$112K	0.49%	41
2017 Q2	$4.61M	Sell	217,572 -50,988	-19%	-$1.07M	0.52%	37
2017 Q1	$5.45M	Sell	268,560 -12,906	-5%	-$255K	0.6%	30
2016 Q4	$5.23M	Sell	281,466 -26,556	-9%	-$491K	0.59%	34
2016 Q3	$5.76M	Sell	308,022 -90,468	-23%	-$1.68M	0.63%	27
2016 Q2	$7.12M	Buy	398,490 +1,788	+0.5%	+$31.8K	0.79%	23
2016 Q1	$7.04M	Buy	+396,702	New	+$6.65M	0.78%	23

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

Simmons Bank's VUG Position: Q2 2026 in Review

Simmons Bank increased its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, buying an estimated $2.54M and bringing the position to 125,654 shares worth $10.8M. The position accounts for 0.62% of the portfolio, ranked #42.

Simmons Bank first reported a position in VUG in Q1 2016 and has held it in 42 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Simmons Bank held 125,654 shares of Vanguard Morningstar Growth ETF worth $10.8M as of Q2 2026.
Simmons Bank bought 30,236 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.54M.
Vanguard Morningstar Growth ETF made up 0.62% of Simmons Bank's portfolio in Q2 2026, its #42 holding.
Simmons Bank first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 42 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.