Maryland Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Maryland Capital Advisors’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	$218K	Buy	+2,526	New	+$213K	0.07%	86
2025 Q4	$205K	Hold	2,526	–	–	0.07%	83
2025 Q3	$202K	Hold	2,526	–	–	0.07%	81
2025 Q2	$185K	Hold	2,526	–	–	0.07%	80
2025 Q1	$156K	Hold	2,526	–	–	0.07%	81
2024 Q4	$173K	Hold	2,526	–	–	0.08%	77
2024 Q3	$162K	Sell	2,526 -24	-0.9%	-$1.49K	0.08%	75
2024 Q2	$159K	Hold	2,550	–	–	0.09%	75
2024 Q1	$146K	Buy	2,550 +252	+11%	+$13.9K	0.09%	76
2023 Q4	$119K	Hold	2,298	–	–	0.08%	79
2023 Q3	$104K	Hold	2,298	–	–	0.08%	80
2023 Q2	$108K	Hold	2,298	–	–	0.09%	82
2023 Q1	$95.5K	Hold	2,298	–	–	0.08%	86
2022 Q4	$81.6K	Hold	2,298	–	–	0.08%	89
2022 Q3	$82K	Hold	2,298	–	–	0.09%	77
2022 Q2	$85K	Sell	2,298 -54	-2%	-$2.22K	0.09%	75
2022 Q1	$113K	Hold	2,352	–	–	0.1%	69
2021 Q4	$126K	Buy	+2,352	New	+$123K	0.1%	67

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Maryland Capital Advisors's VUG Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,526 shares worth $218K. The stake represents 0.07% of the portfolio and ranks #86 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in VUG as recently as Q4 2025.

Maryland Capital Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Maryland Capital Advisors held 2,526 shares of Vanguard Morningstar Growth ETF worth $218K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Maryland Capital Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Maryland Capital Advisors's portfolio in Q2 2026, its #86 holding.
Maryland Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.