Bawa N Mallick Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bawa N Mallick Trust’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	$6.59M	Hold	76,500	–	–	2.13%	8
2026 Q1	$5.57M	Hold	76,500	–	–	2.28%	8
2025 Q4	$6.22M	Hold	76,500	–	–	2.31%	8
2025 Q3	$6.12M	Hold	76,500	–	–	2.31%	8
2025 Q2	$5.59M	Hold	76,500	–	–	2.31%	8
2025 Q1	$4.73M	Hold	76,500	–	–	2.24%	9
2024 Q4	$5.23M	Buy	+76,500	New	+$5.14M	2.3%	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

Bawa N Mallick Trust's VUG Position: Q2 2026 in Review

Bawa N Mallick Trust held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 76,500 shares worth $6.59M. The position accounts for 2.13% of the portfolio, ranked #8.

Bawa N Mallick Trust first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Bawa N Mallick Trust held 76,500 shares of Vanguard Morningstar Growth ETF worth $6.59M as of Q2 2026.
Bawa N Mallick Trust left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 2.13% of Bawa N Mallick Trust's portfolio in Q2 2026, its #8 holding.
Bawa N Mallick Trust first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.