Independence Bank of Kentucky’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Independence Bank of Kentucky’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	$1.53M	Sell	17,708 -256	-1%	-$21.5K	0.17%	111
2026 Q1	$1.31M	Hold	17,964	–	–	0.17%	118
2025 Q4	$1.46M	Buy	17,964 +90	+0.5%	+$7.3K	0.18%	104
2025 Q3	$1.43M	Sell	17,874 -1,122	-6%	-$85.7K	0.18%	107
2025 Q2	$1.39M	Buy	18,996 +180	+1%	+$11.9K	0.2%	108
2025 Q1	$1.16M	Sell	18,816 -282	-1%	-$19K	0.18%	110
2024 Q4	$1.31M	Buy	19,098 +12	+0.1%	+$806	0.2%	106
2024 Q3	$1.22M	Hold	19,086	–	–	0.26%	99
2024 Q2	$1.19M	Buy	19,086 +9,156	+92%	+$534K	0.32%	86
2024 Q1	$570K	Sell	9,930 -78	-0.8%	-$4.29K	0.17%	140
2023 Q4	$519K	Buy	10,008 +78	+0.8%	+$3.77K	0.18%	132
2023 Q3	$451K	Hold	9,930	–	–	0.19%	125
2023 Q2	$468K	Buy	9,930 +222	+2%	+$9.63K	0.19%	115
2023 Q1	$404K	Hold	9,708	–	–	0.18%	119
2022 Q4	$345K	Hold	9,708	–	–	0.15%	122
2022 Q3	$346K	Hold	9,708	–	–	0.17%	116
2022 Q2	$361K	Hold	9,708	–	–	0.16%	119
2022 Q1	$465K	Hold	9,708	–	–	0.18%	117
2021 Q4	$519K	Hold	9,708	–	–	0.21%	107
2021 Q3	$469K	Hold	9,708	–	–	0.2%	107
2021 Q2	$464K	Hold	9,708	–	–	0.21%	106
2021 Q1	$416K	Hold	9,708	–	–	0.2%	106
2020 Q4	$410K	Hold	9,708	–	–	0.21%	102
2020 Q3	$368K	Buy	+9,708	New	+$358K	0.21%	105

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Independence Bank of Kentucky's VUG Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, selling an estimated $21.5K and leaving 17,708 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #111.

Independence Bank of Kentucky first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. 1,697 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Independence Bank of Kentucky held 17,708 shares of Vanguard Morningstar Growth ETF worth $1.53M as of Q2 2026.
Independence Bank of Kentucky sold 256 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $21.5K.
Vanguard Morningstar Growth ETF made up 0.17% of Independence Bank of Kentucky's portfolio in Q2 2026, its #111 holding.
Independence Bank of Kentucky first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,697 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.