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Southern Michigan Bank & Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Southern Michigan Bank & 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 		$103K Sell
1,192
-8,516
-88% -$717K 0.04% 142
2026
Q1 		$707K Buy
+9,708
New +$755K 0.27% 40

Other funds holding VUG

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Southern Michigan Bank & Trust's VUG Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Vanguard Morningstar Growth ETF (VUG) stake by 88% in Q2 2026, selling an estimated $717K and leaving 1,192 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #142.

Southern Michigan Bank & Trust first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. The position peaked at $707K in Q1 2026. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,192 shares of Vanguard Morningstar Growth ETF worth $103K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 8,516 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $717K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #142 holding.
  • Southern Michigan Bank & Trust first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Vanguard Morningstar Growth ETF position peaked at $707K in Q1 2026.
  • 2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.