City National Bank of Florida’s Vanguard Morningstar Growth ETF VUG Stock Holding History

City National Bank of Florida’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	$257K	Sell	2,988 -1,812	-38%	-$152K	0.11%	134
2026 Q1	$349K	Buy	4,800 +1,812	+61%	+$141K	0.21%	91
2025 Q4	$243K	Hold	2,988	–	–	0.16%	112
2025 Q3	$239K	Hold	2,988	–	–	0.16%	113
2025 Q2	$218K	Sell	2,988 -462	-13%	-$30.4K	0.16%	120
2025 Q1	$213K	Hold	3,450	–	–	0.19%	115
2024 Q4	$236K	Buy	+3,450	New	+$232K	0.22%	104

Other funds holding VUG

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

City National Bank of Florida's VUG Position: Q2 2026 in Review

City National Bank of Florida reduced its Vanguard Morningstar Growth ETF (VUG) stake by 38% in Q2 2026, selling an estimated $152K and leaving 2,988 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #134.

City National Bank of Florida first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q1 2026. 2,402 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

City National Bank of Florida held 2,988 shares of Vanguard Morningstar Growth ETF worth $257K as of Q2 2026.
City National Bank of Florida sold 1,812 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $152K.
Vanguard Morningstar Growth ETF made up 0.11% of City National Bank of Florida's portfolio in Q2 2026, its #134 holding.
City National Bank of Florida first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
City National Bank of Florida's Vanguard Morningstar Growth ETF position peaked at $349K in Q1 2026.
2,402 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.