Maple Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Maple Capital 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	$469K	Buy	5,443 +1,117	+26%	+$94K	0.03%	80
2026 Q1	$315K	Hold	4,326	–	–	0.02%	92
2025 Q4	$352K	Hold	4,326	–	–	0.02%	94
2025 Q3	$346K	Buy	4,326 +90	+2%	+$6.88K	0.02%	90
2025 Q2	$310K	Buy	+4,236	New	+$279K	0.02%	93
2022 Q2	–	Sell	-4,800	Closed	-$230K	–	104
2022 Q1	$230K	Buy	+4,800	New	+$227K	0.03%	93

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

Maple Capital Management's VUG Position: Q2 2026 in Review

Maple Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 26% in Q2 2026, buying an estimated $94K and bringing the position to 5,443 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #80.

Maple Capital Management first reported a position in VUG in Q1 2022 and has held it in 6 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Maple Capital Management held 5,443 shares of Vanguard Morningstar Growth ETF worth $469K as of Q2 2026.
Maple Capital Management bought 1,117 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $94K.
Vanguard Morningstar Growth ETF made up 0.03% of Maple Capital Management's portfolio in Q2 2026, its #80 holding.
Maple Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 6 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Maple Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.