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

Umpqua 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 		$382K Sell
4,440
-30
-0.7% -$2.52K 0.09% 134
2026
Q1 		$325K Buy
4,470
+660
+17% +$51.3K 0.09% 128
2025
Q4 		$310K Hold
3,810
– – 0.09% 134
2025
Q3 		$304K Sell
3,810
-102
-3% -$7.79K 0.08% 135
2025
Q2 		$286K Hold
3,912
– – 0.09% 143
2025
Q1 		$242K Buy
+3,912
New +$264K 0.08% 147

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

Umpqua Bank's VUG Position: Q2 2026 in Review

Umpqua Bank reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.67% in Q2 2026, selling an estimated $2.52K and leaving 4,440 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #134.

Umpqua Bank first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,850 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Umpqua Bank held 4,440 shares of Vanguard Morningstar Growth ETF worth $382K as of Q2 2026.
  • Umpqua Bank sold 30 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.52K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Umpqua Bank's portfolio in Q2 2026, its #134 holding.
  • Umpqua Bank first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,850 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.