Union Savings Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Union Savings 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	$163K	Hold	1,896	–	–	0.07%	139
2026 Q1	$138K	Hold	1,896	–	–	0.06%	151
2025 Q4	$154K	Buy	+1,896	New	+$154K	0.07%	143
2025 Q2	$144K	Hold	1,896	–	–	0.07%	144
2025 Q1	$117K	Hold	1,896	–	–	0.06%	163
2024 Q4	$130K	Hold	1,896	–	–	0.06%	154
2024 Q3	$121K	Hold	1,896	–	–	0.06%	162
2024 Q2	$118K	Hold	1,896	–	–	0.06%	163
2024 Q1	$109K	Hold	1,896	–	–	0.06%	171
2023 Q4	$98.2K	Hold	1,896	–	–	0.06%	173
2023 Q3	$86K	Hold	1,896	–	–	0.05%	179
2023 Q2	$92.4K	Buy	+1,896	New	+$82.2K	0.06%	172

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

Union Savings Bank's VUG Position: Q2 2026 in Review

Union Savings Bank held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,896 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #139.

Union Savings Bank first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Union Savings Bank held 1,896 shares of Vanguard Morningstar Growth ETF worth $163K as of Q2 2026.
Union Savings Bank left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Union Savings Bank's portfolio in Q2 2026, its #139 holding.
Union Savings Bank first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.