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Maltin Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Maltin Wealth Management’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 		$843K Buy
9,792
+12
+0.1% +$1.01K 0.28% 72
2026
Q1 		$712K Sell
9,780
-144
-1% -$11.2K 0.27% 69
2025
Q4 		$807K Sell
9,924
-516
-5% -$41.9K 0.32% 68
2025
Q3 		$834K Buy
10,440
+12
+0.1% +$917 0.35% 63
2025
Q2 		$762K Sell
10,428
-750
-7% -$49.4K 0.34% 64
2025
Q1 		$691K Buy
11,178
+12
+0.1% +$809 0.32% 67
2024
Q4 		$764K Sell
11,166
-18
-0.2% -$1.21K 0.38% 64
2024
Q3 		$716K Sell
11,184
-90
-0.8% -$5.58K 0.35% 66
2024
Q2 		$703K Hold
11,274
– – 0.38% 65
2024
Q1 		$647K Buy
11,274
+12
+0.1% +$660 0.36% 69
2023
Q4 		$583K Buy
11,262
+18
+0.2% +$869 0.37% 67
2023
Q3 		$510K Buy
11,244
+12
+0.1% +$567 0.36% 71
2023
Q2 		$530K Sell
11,232
-84
-0.7% -$3.64K 0.37% 67
2023
Q1 		$470K Sell
11,316
-102
-0.9% -$3.97K 0.34% 68
2022
Q4 		$405K Sell
11,418
-2,754
-19% -$101K 0.3% 74
2022
Q3 		$505K Buy
14,172
+2,790
+25% +$112K 0.4% 72
2022
Q2 		$423K Sell
11,382
-3,492
-23% -$143K 0.31% 82
2022
Q1 		$713K Buy
14,874
+12
+0.1% +$568 0.47% 66
2021
Q4 		$795K Buy
14,862
+18
+0.1% +$938 0.48% 62
2021
Q3 		$718K Buy
14,844
+12
+0.1% +$597 0.44% 55
2021
Q2 		$709K Buy
14,832
+912
+7% +$41.4K 0.43% 58
2021
Q1 		$596K Buy
13,920
+2,718
+24% +$116K 0.39% 62
2020
Q4 		$473K Buy
11,202
+18
+0.2% +$718 0.33% 62
2020
Q3 		$424K Sell
11,184
-6,162
-36% -$228K 0.3% 62
2020
Q2 		$584K Sell
17,346
-2,958
-15% -$91K 0.44% 51
2020
Q1 		$530K Sell
20,304
-1,974
-9% -$59.1K 0.45% 50
2019
Q4 		$676K Buy
+22,278
New +$643K 0.44% 39

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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

Maltin Wealth Management's VUG Position: Q2 2026 in Review

Maltin Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.12% in Q2 2026, buying an estimated $1.01K and bringing the position to 9,792 shares worth $843K. The position accounts for 0.28% of the portfolio, ranked #72.

Maltin Wealth Management first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Maltin Wealth Management held 9,792 shares of Vanguard Morningstar Growth ETF worth $843K as of Q2 2026.
  • Maltin Wealth Management bought 12 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.01K.
  • Vanguard Morningstar Growth ETF made up 0.28% of Maltin Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Maltin Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.