Ledyard National Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ledyard National Bank’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	$461K	Buy	5,352 +354	+7%	+$29.8K	0.04%	174
2026 Q1	$364K	Sell	4,998 -6	-0.1%	-$467	0.03%	177
2025 Q4	$407K	Buy	+5,004	New	+$406K	0.04%	167
2025 Q1	–	Sell	-3,414	Closed	-$234K	–	217
2024 Q4	$234K	Sell	3,414 -1,866	-35%	-$125K	0.02%	200
2024 Q3	$338K	Sell	5,280 -840	-14%	-$52.1K	0.03%	170
2024 Q2	$381K	Sell	6,120 -300	-5%	-$17.5K	0.04%	157
2024 Q1	$368K	Hold	6,420	–	–	0.04%	164
2023 Q4	$333K	Sell	6,420 -642	-9%	-$31K	0.03%	166
2023 Q3	$321K	Buy	7,062 +1,542	+28%	+$72.8K	0.04%	163
2023 Q2	$260K	Sell	5,520 -60	-1%	-$2.6K	0.03%	189
2023 Q1	$232K	Buy	+5,580	New	+$217K	0.03%	190
2022 Q2	–	Sell	-5,220	Closed	-$250K	–	230
2022 Q1	$250K	Sell	5,220 -180	-3%	-$8.51K	0.03%	207
2021 Q4	$289K	Hold	5,400	–	–	0.03%	205
2021 Q3	$261K	Hold	5,400	–	–	0.03%	219
2021 Q2	$258K	Hold	5,400	–	–	0.03%	219
2021 Q1	$231K	Hold	5,400	–	–	0.02%	229
2020 Q4	$228K	Hold	5,400	–	–	0.03%	220
2020 Q3	$205K	Buy	+5,400	New	+$199K	0.03%	221
2019 Q1	–	Sell	-5,400	Closed	-$121K	–	633
2018 Q4	$121K	Hold	5,400	–	–	0.02%	313
2018 Q3	$145K	Hold	5,400	–	–	0.02%	314
2018 Q2	$135K	Hold	5,400	–	–	0.02%	330
2018 Q1	$128K	Sell	5,400 -7,800	-59%	-$190K	0.02%	339
2017 Q4	$309K	Hold	13,200	–	–	0.04%	264
2017 Q3	$292K	Hold	13,200	–	–	0.04%	250
2017 Q2	$279K	Hold	13,200	–	–	0.04%	238
2017 Q1	$268K	Sell	13,200 -4,980	-27%	-$98.2K	0.04%	231
2016 Q4	$338K	Hold	18,180	–	–	0.06%	155
2016 Q3	$340K	Hold	18,180	–	–	0.06%	157
2016 Q2	$325K	Hold	18,180	–	–	0.06%	156
2016 Q1	$323K	Sell	18,180 -6,090	-25%	-$102K	0.06%	159
2015 Q4	$430K	Buy	24,270 +14,670	+153%	+$263K	0.08%	135
2015 Q3	$160K	Hold	9,600	–	–	0.03%	196
2015 Q2	$171K	Buy	+9,600	New	+$174K	0.03%	189

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

Ledyard National Bank's VUG Position: Q2 2026 in Review

Ledyard National Bank increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.1% in Q2 2026, buying an estimated $29.8K and bringing the position to 5,352 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #174.

Ledyard National Bank first reported a position in VUG in Q2 2015 and has held it in 33 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ledyard National Bank held 5,352 shares of Vanguard Morningstar Growth ETF worth $461K as of Q2 2026.
Ledyard National Bank bought 354 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $29.8K.
Vanguard Morningstar Growth ETF made up 0.04% of Ledyard National Bank's portfolio in Q2 2026, its #174 holding.
Ledyard National Bank first reported a position in Vanguard Morningstar Growth ETF in Q2 2015 and has held it in 33 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.