ZB
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Zions Bancorporation’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Zions Bancorporation’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
2024
Q4 		$6.29M Buy
91,878
+21,156
+30% +$1.42M 0.4% 51
2024
Q3 		$4.53M Sell
70,722
-2,106
-3% -$131K 0.33% 62
2024
Q2 		$4.54M Sell
72,828
-3,204
-4% -$187K 0.36% 55
2024
Q1 		$4.36M Sell
76,032
-66,510
-47% -$3.66M 0.32% 61
2023
Q4 		$7.39M Buy
142,542
+77,592
+119% +$3.75M 0.51% 30
2023
Q3 		$2.95M Sell
64,950
-17,550
-21% -$829K 0.26% 69
2023
Q2 		$3.89M Sell
82,500
-17,934
-18% -$778K 0.33% 50
2023
Q1 		$4.18M Sell
100,434
-436,056
-81% -$17M 0.36% 47
2022
Q4 		$19.1M Buy
536,490
+422,970
+373% +$15.6M 1.51% 12
2022
Q3 		$4.05M Buy
113,520
+11,142
+11% +$448K 0.42% 34
2022
Q2 		$3.8M Sell
102,378
-8,934
-8% -$367K 0.38% 45
2022
Q1 		$5.34M Buy
111,312
+15,660
+16% +$741K 0.48% 23
2021
Q4 		$5.12M Sell
95,652
-1,980
-2% -$103K 0.45% 20
2021
Q3 		$4.72M Sell
97,632
-2,142
-2% -$107K 0.48% 18
2021
Q2 		$4.77M Hold
99,774
– – 0.48% 17
2021
Q1 		$4.27M Sell
99,774
-4,542
-4% -$194K 0.48% 14
2020
Q4 		$4.41M Sell
104,316
-16,722
-14% -$667K 0.55% 14
2020
Q3 		$4.59M Buy
121,038
+7,650
+7% +$282K 0.65% 14
2020
Q2 		$3.82M Sell
113,388
-19,620
-15% -$603K 0.55% 15
2020
Q1 		$3.47M Sell
133,008
-66,174
-33% -$1.98M 0.61% 15
2019
Q4 		$6.05M Buy
199,182
+86,322
+76% +$2.49M 0.86% 13
2019
Q3 		$3.13M Hold
112,860
– – 0.45% 20
2019
Q2 		$3.07M Hold
112,860
– – 0.45% 17
2019
Q1 		$2.94M Buy
+112,860
New +$2.79M 0.48% 20
2018
Q4 		– Sell
-116,436
Closed -$3.13M – 765
2018
Q3 		$3.13M Buy
+116,436
New +$3.05M 0.74% 13
2018
Q2 		– Sell
-116,436
Closed -$2.75M – 704
2018
Q1 		$2.75M Hold
116,436
– – 0.6% 18
2017
Q4 		$2.73M Sell
116,436
-24,822
-18% -$570K 0.47% 25
2017
Q3 		$3.13M Hold
141,258
– – 0.45% 29
2017
Q2 		$2.99M Hold
141,258
– – 0.51% 27
2017
Q1 		$2.86M Hold
141,258
– – 0.54% 19
2016
Q4 		$2.63M Sell
141,258
-3,984
-3% -$73.7K 0.46% 29
2016
Q3 		$2.72M Sell
145,242
-15,390
-10% -$286K 0.51% 25
2016
Q2 		$2.88M Buy
160,632
+15,390
+11% +$274K 0.5% 29
2016
Q1 		$2.58M Hold
145,242
– – 0.46% 31
2015
Q4 		$2.58M Hold
145,242
– – 0.45% 31
2015
Q3 		$2.43M Hold
145,242
– – 0.45% 27
2015
Q2 		$2.59M Sell
145,242
-24,750
-15% -$450K 0.41% 37
2015
Q1 		$2.96M Buy
+169,992
New +$3.01M 0.51% 28

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Zions Bancorporation's VUG Position: Q4 2024 in Review

Zions Bancorporation increased its Vanguard Morningstar Growth ETF (VUG) stake by 30% in Q4 2024, buying an estimated $1.42M and bringing the position to 91,878 shares worth $6.29M. The position accounts for 0.4% of the portfolio, ranked #51.

Zions Bancorporation first reported a position in VUG in Q1 2015 and has held it in 38 quarters since. The position peaked at $19.1M in Q4 2022. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Zions Bancorporation held 91,878 shares of Vanguard Morningstar Growth ETF worth $6.29M as of Q4 2024.
  • Zions Bancorporation bought 21,156 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $1.42M.
  • Vanguard Morningstar Growth ETF made up 0.4% of Zions Bancorporation's portfolio in Q4 2024, its #51 holding.
  • Zions Bancorporation first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and has held it in 38 quarters since.
  • Zions Bancorporation's Vanguard Morningstar Growth ETF position peaked at $19.1M in Q4 2022.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.