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Indiana Trust & Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Indiana Trust & Investment Management’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 		$1.32M Hold
15,324
– – 0.36% 48
2026
Q1 		$1.12M Hold
15,324
– – 0.34% 59
2025
Q4 		$1.25M Hold
15,324
– – 0.37% 52
2025
Q3 		$1.22M Hold
15,324
– – 0.37% 53
2025
Q2 		$1.12M Buy
15,324
+48
+0.3% +$3.16K 0.37% 54
2025
Q1 		$944K Hold
15,276
– – 0.34% 63
2024
Q4 		$1.04M Hold
15,276
– – 0.36% 60
2024
Q3 		$977K Buy
15,276
+2,148
+16% +$133K 0.33% 66
2024
Q2 		$818K Sell
13,128
-54
-0.4% -$3.15K 0.3% 63
2024
Q1 		$756K Hold
13,182
– – 0.3% 72
2023
Q4 		$683K Buy
13,182
+528
+4% +$25.5K 0.31% 75
2023
Q3 		$574K Buy
+12,654
New +$598K 0.29% 76

Other funds holding VUG

MG
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
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
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

Indiana Trust & Investment Management's VUG Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 15,324 shares worth $1.32M. The position accounts for 0.36% of the portfolio, ranked #48.

Indiana Trust & Investment Management first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 1,436 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Indiana Trust & Investment Management held 15,324 shares of Vanguard Morningstar Growth ETF worth $1.32M as of Q2 2026.
  • Indiana Trust & Investment Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.36% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #48 holding.
  • Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.