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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Maia Wealth's VUG Position: Q2 2026 in Review

Maia Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, selling an estimated $250K and leaving 23,414 shares worth $2.02M. The position accounts for 0.3% of the portfolio, ranked #97.

Maia Wealth first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.95M in Q3 2025. 2,893 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Maia Wealth held 23,414 shares of Vanguard Morningstar Growth ETF worth $2.02M as of Q2 2026.
Maia Wealth sold 2,974 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $250K.
Vanguard Morningstar Growth ETF made up 0.3% of Maia Wealth's portfolio in Q2 2026, its #97 holding.
Maia Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Vanguard Morningstar Growth ETF position peaked at $5.95M in Q3 2025.
2,893 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.