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

Maridea 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	$13.5M	Buy	156,399 +7,779	+5%	+$655K	1.46%	12
2026 Q1	$10.8M	Buy	148,620 +3,402	+2%	+$265K	1.57%	10
2025 Q4	$11.8M	Sell	145,218 -13,758	-9%	-$1.12M	1.77%	8
2025 Q3	$12.8M	Buy	158,976 +70,800	+80%	+$5.41M	2%	10
2025 Q2	$6.44M	Buy	88,176 +13,164	+18%	+$867K	1.68%	11
2025 Q1	$4.64M	Sell	75,012 -42,312	-36%	-$2.85M	1.51%	13
2024 Q4	$8.03M	Buy	+117,324	New	+$7.88M	2.58%	8

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

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

Maridea Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.2% in Q2 2026, buying an estimated $655K and bringing the position to 156,399 shares worth $13.5M. The position accounts for 1.46% of the portfolio, ranked #12.

Maridea Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Maridea Wealth Management held 156,399 shares of Vanguard Morningstar Growth ETF worth $13.5M as of Q2 2026.
Maridea Wealth Management bought 7,779 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $655K.
Vanguard Morningstar Growth ETF made up 1.46% of Maridea Wealth Management's portfolio in Q2 2026, its #12 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.