Cornerstone National Bank & Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cornerstone National Bank & 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	$156K	Sell	1,815 -837	-32%	-$70.4K	0.05%	85
2026 Q1	$195K	Hold	2,652	–	–	0.07%	81
2025 Q4	$216K	Sell	2,652 -600	-18%	-$48.7K	0.09%	66
2025 Q3	$260K	Sell	3,252 -1,584	-33%	-$121K	0.11%	59
2025 Q2	$353K	Sell	4,836 -1,164	-19%	-$76.6K	0.15%	60
2025 Q1	$371K	Hold	6,000	–	–	0.17%	60
2024 Q4	$410K	Hold	6,000	–	–	0.19%	59
2024 Q3	$384K	Hold	6,000	–	–	0.17%	58
2024 Q2	$374K	Hold	6,000	–	–	0.18%	58
2024 Q1	$344K	Buy	+6,000	New	+$330K	0.17%	57

Other funds holding VUG

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

DADC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cornerstone National Bank & Trust's VUG Position: Q2 2026 in Review

Cornerstone National Bank & Trust reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, selling an estimated $70.4K and leaving 1,815 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #85.

Cornerstone National Bank & Trust first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $410K in Q4 2024. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cornerstone National Bank & Trust held 1,815 shares of Vanguard Morningstar Growth ETF worth $156K as of Q2 2026.
Cornerstone National Bank & Trust sold 837 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $70.4K.
Vanguard Morningstar Growth ETF made up 0.05% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #85 holding.
Cornerstone National Bank & Trust first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone National Bank & Trust's Vanguard Morningstar Growth ETF position peaked at $410K in Q4 2024.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.