UCB
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United Community Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

United Community 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 		$6.2M Buy
71,958
+11,250
+19% +$947K 1.92% 11
2026
Q1 		$4.42M Buy
60,708
+17,940
+42% +$1.4M 1.47% 12
2025
Q4 		$3.48M Buy
42,768
+11,382
+36% +$924K 1.31% 13
2025
Q3 		$2.51M Buy
31,386
+16,818
+115% +$1.29M 0.78% 26
2025
Q2 		$1.06M Buy
14,568
+1,452
+11% +$95.6K 0.36% 69
2025
Q1 		$811K Buy
13,116
+1,014
+8% +$68.4K 0.3% 81
2024
Q4 		$828K Buy
12,102
+3,702
+44% +$249K 0.32% 79
2024
Q3 		$538K Buy
8,400
+4,638
+123% +$287K 0.21% 107
2024
Q2 		$235K Sell
3,762
-378
-9% -$22K 0.09% 168
2024
Q1 		$237K Sell
4,140
-522
-11% -$28.7K 0.09% 162
2023
Q4 		$242K Sell
4,662
-330
-7% -$15.9K 0.1% 155
2023
Q3 		$227K Sell
4,992
-432
-8% -$20.4K 0.11% 135
2023
Q2 		$256K Sell
5,424
-474
-8% -$20.6K 0.22% 71
2023
Q1 		$245K Buy
5,898
+120
+2% +$4.67K 0.23% 65
2022
Q4 		$205K Sell
5,778
-360
-6% -$13.2K 0.2% 75
2022
Q3 		$219K Hold
6,138
– – 0.23% 73
2022
Q2 		$228K Sell
6,138
-1,104
-15% -$45.4K 0.25% 68
2022
Q1 		$347K Hold
7,242
– – 0.35% 56
2021
Q4 		$387K Buy
+7,242
New +$377K 0.39% 57

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

United Community Bank's VUG Position: Q2 2026 in Review

United Community Bank increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q2 2026, buying an estimated $947K and bringing the position to 71,958 shares worth $6.2M. The position accounts for 1.92% of the portfolio, ranked #11.

United Community Bank first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • United Community Bank held 71,958 shares of Vanguard Morningstar Growth ETF worth $6.2M as of Q2 2026.
  • United Community Bank bought 11,250 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $947K.
  • Vanguard Morningstar Growth ETF made up 1.92% of United Community Bank's portfolio in Q2 2026, its #11 holding.
  • United Community Bank first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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