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 Q3	$7.12M	Sell	79,330 -346	-0.4%	-$30.3K	3.54%	6
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 $11.8B 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

Manuka Financial's VUG Position: Q3 2026 in Review

Manuka Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.43% in Q3 2026, selling an estimated $30.3K and leaving 79,330 shares worth $7.12M. The position accounts for 3.54% of the portfolio, ranked #6.

Manuka Financial first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.5M in Q2 2025. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Manuka Financial held 79,330 shares of Vanguard Morningstar Growth ETF worth $7.12M as of Q3 2026.
Manuka Financial sold 346 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $30.3K.
Vanguard Morningstar Growth ETF made up 3.54% of Manuka Financial's portfolio in Q3 2026, its #6 holding.
Manuka Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
Manuka Financial's Vanguard Morningstar Growth ETF position peaked at $12.5M in Q2 2025.
1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Manuka Financial's 13F filing for Q3 2026, filed 15 Oct 2026.