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

Maripau 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 		$1.96M Buy
22,766
+350
+2% +$29.4K 0.7% 36
2026
Q1 		$1.63M Sell
22,416
-1,008
-4% -$78.4K 0.72% 35
2025
Q4 		$1.9M Sell
23,424
-816
-3% -$66.2K 0.88% 34
2025
Q3 		$1.94M Buy
24,240
+744
+3% +$56.9K 0.98% 29
2025
Q2 		$1.72M Sell
23,496
-4,884
-17% -$322K 0.86% 31
2025
Q1 		$1.75M Sell
28,380
-5,208
-16% -$351K 1.01% 25
2024
Q4 		$2.3M Buy
+33,588
New +$2.26M 1.36% 19
2024
Q3 		– Sell
-43,362
Closed -$2.71M – 140
2024
Q2 		$2.71M Sell
43,362
-2,604
-6% -$152K 1.85% 11
2024
Q1 		$2.64M Sell
45,966
-5,220
-10% -$287K 1.98% 9
2023
Q4 		$2.65M Sell
51,186
-702
-1% -$33.9K 2.31% 9
2023
Q3 		$2.35M Sell
51,888
-2,136
-4% -$101K 2.17% 11
2023
Q2 		$2.55M Sell
54,024
-4,266
-7% -$185K 2.27% 13
2023
Q1 		$2.42M Sell
58,290
-1,182
-2% -$46K 2.52% 13
2022
Q4 		$2.19M Buy
59,472
+4,374
+8% +$161K 2.28% 12
2022
Q3 		$2.04M Buy
55,098
+9,612
+21% +$386K 2.21% 11
2022
Q2 		$1.91M Sell
45,486
-5,166
-10% -$212K 2.06% 13
2022
Q1 		$2.21M Buy
50,652
+6,756
+15% +$320K 2% 13
2021
Q4 		$2.11M Buy
+43,896
New +$2.29M 2% 13

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

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

Maripau Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, buying an estimated $29.4K and bringing the position to 22,766 shares worth $1.96M. The position accounts for 0.7% of the portfolio, ranked #36.

Maripau Wealth Management first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q2 2024. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Maripau Wealth Management held 22,766 shares of Vanguard Morningstar Growth ETF worth $1.96M as of Q2 2026.
  • Maripau Wealth Management bought 350 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $29.4K.
  • Vanguard Morningstar Growth ETF made up 0.7% of Maripau Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Maripau Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's Vanguard Morningstar Growth ETF position peaked at $2.71M in Q2 2024.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.