Sanibel Captiva Trust Company’s Vanguard Growth ETF VUG Stock Holding History

Sanibel Captiva Trust Company’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	$69.7M	Buy	957,390 +15,630	+2%	+$1.22M	1.95%	9
2025 Q4	$76.6M	Sell	941,760 -1,590	-0.2%	-$129K	2.11%	9
2025 Q3	$75.4M	Sell	943,350 -17,970	-2%	-$1.37M	2.15%	8
2025 Q2	$70.2M	Buy	961,320 +4,422	+0.5%	+$291K	2.16%	8
2025 Q1	$59.1M	Buy	956,898 +38,898	+4%	+$2.62M	1.92%	12
2024 Q4	$62.8M	Buy	918,000 +19,080	+2%	+$1.28M	2.01%	9
2024 Q3	$57.5M	Sell	898,920 -3,414	-0.4%	-$212K	1.84%	11
2024 Q2	$56.2M	Buy	902,334 +10,230	+1%	+$597K	1.92%	11
2024 Q1	$51.2M	Buy	892,104 +6,000	+0.7%	+$330K	1.74%	11
2023 Q4	$45.9M	Buy	+886,104	New	+$42.8M	1.69%	11

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanibel Captiva Trust Company's VUG Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Vanguard Growth ETF (VUG) stake by 1.7% in Q1 2026, buying an estimated $1.22M and bringing the position to 957,390 shares worth $69.7M. The position accounts for 1.95% of the portfolio, ranked #9.

Sanibel Captiva Trust Company first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $76.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sanibel Captiva Trust Company held 957,390 shares of Vanguard Growth ETF worth $69.7M as of Q1 2026.
Sanibel Captiva Trust Company bought 15,630 Vanguard Growth ETF shares in Q1 2026, an estimated $1.22M.
Vanguard Growth ETF made up 1.95% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #9 holding.
Sanibel Captiva Trust Company first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's Vanguard Growth ETF position peaked at $76.6M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.