Bank of Jackson Hole Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-9,966	Closed	-$726K	–	468
2026 Q1	$726K	Buy	9,966 +240	+2%	+$18.7K	0.35%	68
2025 Q4	$791K	Sell	9,726 -180	-2%	-$14.6K	0.38%	64
2025 Q3	$792K	Hold	9,906	–	–	0.4%	65
2025 Q2	$724K	Buy	9,906 +330	+3%	+$21.7K	0.41%	67
2025 Q1	$648K	Buy	9,576 +312	+3%	+$21K	0.42%	61
2024 Q4	$634K	Buy	+9,264	New	+$622K	0.42%	62

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of Jackson Hole Trust's VUG Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 9,966 shares — an estimated $726K sold.

Bank of Jackson Hole Trust first reported a position in VUG in Q4 2024 and held it in 6 quarters. The position peaked at $792K in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 9,966 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $726K.
Bank of Jackson Hole Trust first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's Vanguard Morningstar Growth ETF position peaked at $792K in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.