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NBT Bank’s Vanguard Growth ETF VUG Stock Holding History

NBT 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
Q1 		$361K Sell
4,956
-2,670
-35% -$208K 0.02% 309
2025
Q4 		$425K Buy
7,626
+1,656
+28% +$134K 0.03% 288
2025
Q3 		$289K Buy
5,970
+2,352
+65% +$180K 0.02% 332
2025
Q2 		$264K Sell
3,618
-300
-8% -$19.8K 0.02% 342
2025
Q1 		$242K Buy
3,918
+2,700
+222% +$182K 0.02% 346
2024
Q4 		$83.3K Buy
1,218
+390
+47% +$26.2K 0.01% 446
2024
Q3 		$53K Buy
828
+300
+57% +$18.6K ﹤0.01% 521
2024
Q2 		$32.9K Hold
528
– – ﹤0.01% 416
2024
Q1 		$30.3K Buy
+528
New +$29K ﹤0.01% 425

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NBT Bank's VUG Position: Q1 2026 in Review

NBT Bank reduced its Vanguard Growth ETF (VUG) stake by 35% in Q1 2026, selling an estimated $208K and leaving 4,956 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #309.

NBT Bank first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $425K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • NBT Bank held 4,956 shares of Vanguard Growth ETF worth $361K as of Q1 2026.
  • NBT Bank sold 2,670 Vanguard Growth ETF shares in Q1 2026, an estimated $208K.
  • Vanguard Growth ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #309 holding.
  • NBT Bank first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • NBT Bank's Vanguard Growth ETF position peaked at $425K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.