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NBT Bank’s Vanguard Morningstar 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
Q2 		$381K Sell
4,428
-528
-11% -$44.4K 0.03% 294
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

NBT Bank's VUG Position: Q2 2026 in Review

NBT Bank reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, selling an estimated $44.4K and leaving 4,428 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #294.

NBT Bank first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $425K in Q4 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • NBT Bank held 4,428 shares of Vanguard Morningstar Growth ETF worth $381K as of Q2 2026.
  • NBT Bank sold 528 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $44.4K.
  • Vanguard Morningstar Growth ETF made up 0.03% of NBT Bank's portfolio in Q2 2026, its #294 holding.
  • NBT Bank first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • NBT Bank's Vanguard Morningstar Growth ETF position peaked at $425K in Q4 2025.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.