Zions Bancorporation, National Association’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Zions Bancorporation, National Association’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	$10.4M	Sell	120,976 -17,960	-13%	-$1.51M	0.62%	16
2026 Q1	$10.1M	Sell	138,936 -6,402	-4%	-$498K	0.65%	17
2025 Q4	$11.8M	Buy	145,338 +3,594	+3%	+$292K	0.55%	23
2025 Q3	$11.3M	Sell	141,744 -5,760	-4%	-$440K	0.56%	24
2025 Q2	$10.8M	Buy	147,504 +47,484	+47%	+$3.13M	0.58%	26
2025 Q1	$6.18M	Buy	+100,020	New	+$6.74M	0.39%	54

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Zions Bancorporation, National Association's VUG Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, selling an estimated $1.51M and leaving 120,976 shares worth $10.4M. The position accounts for 0.62% of the portfolio, ranked #16.

Zions Bancorporation, National Association first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.8M in Q4 2025. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Zions Bancorporation, National Association held 120,976 shares of Vanguard Morningstar Growth ETF worth $10.4M as of Q2 2026.
Zions Bancorporation, National Association sold 17,960 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.51M.
Vanguard Morningstar Growth ETF made up 0.62% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #16 holding.
Zions Bancorporation, National Association first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Vanguard Morningstar Growth ETF position peaked at $11.8M in Q4 2025.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.