Oakworth Capital, Inc. VWUAX β€” VANGUARD US GROWTH FUND ADMIRAL CLASS

Ownership history in Oakworth Capital, Inc.  Β·  3 quarters on record

AI Ownership Summary

Oakworth Capital, Inc. reported VANGUARD US GROWTH FUND ADMIRAL CLASS (VWUAX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows VWUAX at 0.00% 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.

What this VWUAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oakworth Capital, Inc.'s position in VANGUARD US GROWTH FUND ADMIRAL CLASS, 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
2026 Q1

VWUAX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Oakworth Capital, Inc. held VWUAX β€” position size vs. price
% of Fund (quarterly)    VWUAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 29 β€” 0% 0.00% $5K 2026-04-24 $192.90
2025 Q4 ADDED β€” β€” β€” 29 +3 +11.5% 0.00% $6K 2026-01-30 $190.10
2025 Q3 INITIATED β€” β€” β€” 26 β€” β€” 0.00% $6K 2025-11-04 $199.28

🏒 Other funds also holding VWUAX

As of 2026 Q1 β€” sorted by position size

NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 0.1%

FAQ About Oakworth Capital, Inc. and VWUAX

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

How long has Oakworth Capital, Inc. reported owning VWUAX?

Oakworth Capital, Inc. reported VWUAX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VWUAX position in Oakworth Capital, Inc.'s portfolio?

The largest reported portfolio weight for VWUAX was 0.00% in 2025 Q3.

What is the latest reported VWUAX position on this page?

The most recent filing on this page is 2026 Q1, when Oakworth Capital, Inc. reported 29 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this VWUAX ownership page compare?

The chart compares Oakworth Capital, Inc.'s quarterly VWUAX 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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