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Dakota Community Bank & Trust’s Vanguard Growth ETF VUG Stock Holding History

Dakota Community 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
2025
Q2 		– Sell
-990
Closed -$61.2K – 122
2025
Q1 		$61.2K Buy
+990
New +$66.8K 0.3% 79

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Dakota Community Bank & Trust's VUG Position: Q2 2025 in Review

Dakota Community Bank & Trust sold out of Vanguard Growth ETF (VUG) in Q2 2025, closing a stake of 990 shares — an estimated $61.2K sold.

Dakota Community Bank & Trust first reported a position in VUG in Q1 2025 and held it in 1 quarter. The position peaked at $61.2K in Q1 2025. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Dakota Community Bank & Trust reported no remaining Vanguard Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Dakota Community Bank & Trust sold 990 Vanguard Growth ETF shares in Q2 2025, an estimated $61.2K.
  • Dakota Community Bank & Trust first reported a position in Vanguard Growth ETF in Q1 2025 and held it in 1 quarter.
  • Dakota Community Bank & Trust's Vanguard Growth ETF position peaked at $61.2K in Q1 2025.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Dakota Community Bank & Trust's 13F filing for Q2 2025, filed 23 Sep 2025.