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

UMB 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 		$85.8M Sell
996,127
-37,103
-4% -$3.12M 1.09% 17
2026
Q1 		$75.2M Buy
1,033,230
+19,092
+2% +$1.49M 1.05% 21
2025
Q4 		$82.5M Buy
1,014,138
+843,072
+493% +$68.4M 1.1% 17
2025
Q3 		$13.7M Buy
171,066
+66
+0% +$5.04K 0.2% 90
2025
Q2 		$12.5M Sell
171,000
-3,780
-2% -$249K 0.19% 95
2025
Q1 		$10.8M Sell
174,780
-6,438
-4% -$434K 0.18% 106
2024
Q4 		$12.4M Sell
181,218
-7,674
-4% -$516K 0.2% 93
2024
Q3 		$12.1M Sell
188,892
-18,420
-9% -$1.14M 0.19% 102
2024
Q2 		$12.9M Buy
207,312
+11,652
+6% +$680K 0.21% 92
2024
Q1 		$11.2M Buy
195,660
+6,690
+4% +$368K 0.18% 111
2023
Q4 		$9.79M Sell
188,970
-4,926
-3% -$238K 0.14% 121
2023
Q3 		$8.8M Sell
193,896
-18,084
-9% -$854K 0.14% 128
2023
Q2 		$10M Sell
211,980
-27,636
-12% -$1.2M 0.15% 128
2023
Q1 		$9.96M Sell
239,616
-10,140
-4% -$394K 0.16% 126
2022
Q4 		$8.87M Buy
249,756
+52,560
+27% +$1.93M 0.14% 135
2022
Q3 		$7.03M Sell
197,196
-23,004
-10% -$925K 0.12% 146
2022
Q2 		$8.18M Buy
220,200
+36,618
+20% +$1.5M 0.13% 153
2022
Q1 		$8.8M Sell
183,582
-7,776
-4% -$368K 0.12% 162
2021
Q4 		$10.2M Buy
+191,358
New +$9.97M 0.13% 156

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

UMB Bank's VUG Position: Q2 2026 in Review

UMB Bank reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q2 2026, selling an estimated $3.12M and leaving 996,127 shares worth $85.8M. The position accounts for 1.09% of the portfolio, ranked #17.

UMB Bank first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • UMB Bank held 996,127 shares of Vanguard Morningstar Growth ETF worth $85.8M as of Q2 2026.
  • UMB Bank sold 37,103 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.12M.
  • Vanguard Morningstar Growth ETF made up 1.09% of UMB Bank's portfolio in Q2 2026, its #17 holding.
  • UMB Bank first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.