Bell Bank’s Vanguard Growth ETF VUG Stock Holding History

Bell Bank’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	$310M	Sell	3,599,467 -49,013	-1%	-$4.12M	11.83%	3
2026 Q1	$266M	Buy	3,648,480 +104,640	+3%	+$8.14M	11.26%	3
2025 Q4	$288M	Buy	3,543,840 +134,058	+4%	+$10.9M	12.31%	3
2025 Q3	$273M	Sell	3,409,782 -107,832	-3%	-$8.24M	11.81%	2
2025 Q2	$257M	Buy	3,517,614 +155,094	+5%	+$10.2M	11.98%	2
2025 Q1	$208M	Buy	+3,362,520	New	+$227M	11.22%	3

Other funds holding VUG

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

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Bell Bank's VUG Position: Q2 2026 in Review

Bell Bank reduced its Vanguard Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $4.12M and leaving 3,599,467 shares worth $310M. The position accounts for 11.83% of the portfolio, ranked #3.

Bell Bank first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bell Bank held 3,599,467 shares of Vanguard Growth ETF worth $310M as of Q2 2026.
Bell Bank sold 49,013 Vanguard Growth ETF shares in Q2 2026, an estimated $4.12M.
Vanguard Growth ETF made up 11.83% of Bell Bank's portfolio in Q2 2026, its #3 holding.
Bell Bank first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 6 quarters since.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.