Maia Wealth’s Vanguard 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 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 $1.37T 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

Maia Wealth's VUG Position: Q1 2026 in Review

Maia Wealth reduced its Vanguard Growth ETF (VUG) stake by 8.1% in Q1 2026, selling an estimated $182K and leaving 26,388 shares worth $1.92M. The position accounts for 0.32% of the portfolio, ranked #96.

Maia Wealth first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.95M in Q3 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Maia Wealth held 26,388 shares of Vanguard Growth ETF worth $1.92M as of Q1 2026.
Maia Wealth sold 2,340 Vanguard Growth ETF shares in Q1 2026, an estimated $182K.
Vanguard Growth ETF made up 0.32% of Maia Wealth's portfolio in Q1 2026, its #96 holding.
Maia Wealth first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Vanguard Growth ETF position peaked at $5.95M in Q3 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.