Bell Bank
VUG icon

Bell Bank’s Vanguard Morningstar 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
Q3 		$316M Sell
3,511,203
-88,264
-2% -$7.73M 11.91% 3
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Bell Bank's VUG Position: Q3 2026 in Review

Bell Bank reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q3 2026, selling an estimated $7.73M and leaving 3,511,203 shares worth $316M. The position accounts for 11.91% of the portfolio, ranked #3.

Bell Bank first reported a position in VUG in Q1 2025 and has held it in 7 quarters since. 1,054 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Bell Bank held 3,511,203 shares of Vanguard Morningstar Growth ETF worth $316M as of Q3 2026.
  • Bell Bank sold 88,264 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $7.73M.
  • Vanguard Morningstar Growth ETF made up 11.91% of Bell Bank's portfolio in Q3 2026, its #3 holding.
  • Bell Bank first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.