VUG β€” VANGUARD INDEX FDS GROWTH ETF

Ownership history in First Bank & Trust  Β·  20 quarters on record

AI Ownership Summary

First Bank & Trust reported VANGUARD INDEX FDS GROWTH ETF (VUG) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows VUG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in VANGUARD INDEX FDS GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VUG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held VUG β€” position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 490 -29 -5.6% 0.04% $239K 2026-01-12 $491.99
2025 Q3 ADDED 519 +29 +5.9% 0.04% $249K 2025-10-10 $469.44
2025 Q2 REDUCED 490 -286 -36.9% 0.04% $215K 2025-07-09 $441.09
2024 Q1 UNCHANGED 776 β€” 0% 0.06% $267K 2024-04-17 $328.85
2023 Q4 UNCHANGED 776 β€” 0% 0.06% $241K 2024-01-12 $309.45
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning VUG?

First Bank & Trust reported VUG across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VUG position in First Bank & Trust's portfolio?

The largest reported portfolio weight for VUG was 0.06% in 2023 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when First Bank & Trust reported 490 shares, equal to 0.04% of portfolio, with an estimated market value of $239K.

What does the chart on this VUG ownership page compare?

The chart compares First Bank & Trust's quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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