Maia Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Maia Wealth’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 Q3	$2M	Sell	22,213 -1,201	-5%	-$105K	0.28%	104
2026 Q2	$2.02M	Sell	23,414 -2,974	-11%	-$250K	0.3%	97
2026 Q1	$1.92M	Sell	26,388 -2,340	-8%	-$182K	0.32%	96
2025 Q4	$2.2M	Sell	28,728 -43,356	-60%	-$3.52M	0.38%	78
2025 Q3	$5.95M	Buy	72,084 +4,626	+7%	+$354K	1%	20
2025 Q2	$4.93M	Sell	67,458 -798	-1%	-$52.5K	0.94%	22
2025 Q1	$4.12M	Buy	68,256 +6,672	+11%	+$450K	0.94%	22
2024 Q4	$4.24M	Buy	61,584 +864	+1%	+$58K	0.91%	24
2024 Q3	$3.95M	Buy	60,720 +6,054	+11%	+$375K	0.98%	26
2024 Q2	$3.53M	Buy	+54,666	New	+$3.19M	1.06%	23
2023 Q4	$2.79M	Buy	+53,928	New	+$2.6M	1.13%	18

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Maia Wealth's VUG Position: Q3 2026 in Review

Maia Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.1% in Q3 2026, selling an estimated $105K and leaving 22,213 shares worth $2M. The position accounts for 0.28% of the portfolio, ranked #104.

Maia Wealth first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.95M in Q3 2025. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Maia Wealth held 22,213 shares of Vanguard Morningstar Growth ETF worth $2M as of Q3 2026.
Maia Wealth sold 1,201 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $105K.
Vanguard Morningstar Growth ETF made up 0.28% of Maia Wealth's portfolio in Q3 2026, its #104 holding.
Maia Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Vanguard Morningstar Growth ETF position peaked at $5.95M in Q3 2025.
1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.