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Rockland Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rockland Trust’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 		$469K Sell
5,446
-26
-0.5% -$2.19K 0.02% 232
2026
Q1 		$398K Buy
5,472
+24
+0.4% +$1.87K 0.02% 247
2025
Q4 		$443K Buy
5,448
+1,416
+35% +$115K 0.02% 229
2025
Q3 		$322K Buy
+4,032
New +$308K 0.01% 256

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
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

Rockland Trust's VUG Position: Q2 2026 in Review

Rockland Trust reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.48% in Q2 2026, selling an estimated $2.19K and leaving 5,446 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #232.

Rockland Trust first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 1,607 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Rockland Trust held 5,446 shares of Vanguard Morningstar Growth ETF worth $469K as of Q2 2026.
  • Rockland Trust sold 26 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.19K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #232 holding.
  • Rockland Trust first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.