Manuka Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Manuka Financial’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	$6.86M	Buy	79,676 +1,436	+2%	+$121K	3.56%	6
2026 Q1	$5.7M	Sell	78,240 -678	-0.9%	-$52.7K	3.52%	7
2025 Q4	$6.42M	Sell	78,918 -4,254	-5%	-$345K	3.98%	4
2025 Q3	$6.65M	Sell	83,172 -88,236	-51%	-$6.74M	4.13%	4
2025 Q2	$12.5M	Sell	171,408 -12,354	-7%	-$813K	6.83%	5
2025 Q1	$11.4M	Buy	183,762 +3,348	+2%	+$226K	7.36%	4
2024 Q4	$12.3M	Buy	+180,414	New	+$12.1M	8.33%	4

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Manuka Financial's VUG Position: Q2 2026 in Review

Manuka Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, buying an estimated $121K and bringing the position to 79,676 shares worth $6.86M. The position accounts for 3.56% of the portfolio, ranked #6.

Manuka Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q2 2025. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Manuka Financial held 79,676 shares of Vanguard Morningstar Growth ETF worth $6.86M as of Q2 2026.
Manuka Financial bought 1,436 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Growth ETF made up 3.56% of Manuka Financial's portfolio in Q2 2026, its #6 holding.
Manuka Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Manuka Financial's Vanguard Morningstar Growth ETF position peaked at $12.5M in Q2 2025.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Manuka Financial's 13F filing for Q2 2026, filed 31 Jul 2026.