Marco Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Marco Investment 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	$2.68M	Sell	31,102 -68	-0.2%	-$5.72K	0.18%	83
2026 Q1	$2.27M	Buy	31,170 +270	+0.9%	+$21K	0.17%	89
2025 Q4	$2.51M	Hold	30,900	–	–	0.19%	88
2025 Q3	$2.47M	Sell	30,900 -78	-0.3%	-$5.96K	0.19%	86
2025 Q2	$2.26M	Sell	30,978 -1,716	-5%	-$113K	0.19%	86
2025 Q1	$2.02M	Sell	32,694 -294	-0.9%	-$19.8K	0.19%	87
2024 Q4	$2.26M	Buy	32,988 +6	+0%	+$403	0.19%	83
2024 Q3	$2.11M	Sell	32,982 -3,288	-9%	-$204K	0.18%	84
2024 Q2	$2.26M	Sell	36,270 -72	-0.2%	-$4.2K	0.21%	84
2024 Q1	$2.08M	Hold	36,342	–	–	0.2%	84
2023 Q4	$1.88M	Buy	36,342 +6,066	+20%	+$293K	0.19%	87
2023 Q3	$1.37M	Hold	30,276	–	–	0.16%	98
2023 Q2	$1.43M	Buy	30,276 +5,226	+21%	+$227K	0.15%	102
2023 Q1	$1.04M	Hold	25,050	–	–	0.12%	112
2022 Q4	$890K	Hold	25,050	–	–	0.1%	119
2022 Q3	$893K	Hold	25,050	–	–	0.11%	117
2022 Q2	$931K	Hold	25,050	–	–	0.11%	118
2022 Q1	$1.2M	Sell	25,050 -7,350	-23%	-$348K	0.12%	116
2021 Q4	$1.73M	Sell	32,400 -1,350	-4%	-$70.3K	0.17%	97
2021 Q3	$1.63M	Hold	33,750	–	–	0.18%	101
2021 Q2	$1.61M	Sell	33,750 -450	-1%	-$20.4K	0.19%	97
2021 Q1	$1.47M	Sell	34,200 -3,000	-8%	-$128K	0.19%	89
2020 Q4	$1.57M	Hold	37,200	–	–	0.23%	86
2020 Q3	$1.41M	Sell	37,200 -486	-1%	-$17.9K	0.23%	78
2020 Q2	$1.27M	Buy	37,686 +186	+0.5%	+$5.72K	0.23%	77
2020 Q1	$979K	Hold	37,500	–	–	0.21%	79
2019 Q4	$1.14M	Hold	37,500	–	–	0.18%	94
2019 Q3	$1.04M	Hold	37,500	–	–	0.18%	94
2019 Q2	$1.02M	Hold	37,500	–	–	0.18%	96
2019 Q1	$978K	Hold	37,500	–	–	0.18%	96
2018 Q4	$840K	Hold	37,500	–	–	0.17%	101
2018 Q3	$1.01M	Sell	37,500 -300	-0.8%	-$7.85K	0.14%	107
2018 Q2	$944K	Hold	37,800	–	–	0.15%	110
2018 Q1	$894K	Sell	37,800 -600	-2%	-$14.6K	0.14%	114
2017 Q4	$900K	Hold	38,400	–	–	0.14%	110
2017 Q3	$850K	Sell	38,400 -600	-2%	-$13K	0.13%	117
2017 Q2	$826K	Hold	39,000	–	–	0.14%	117
2017 Q1	$791K	Hold	39,000	–	–	0.13%	119
2016 Q4	$725K	Hold	39,000	–	–	0.13%	123
2016 Q3	$730K	Hold	39,000	–	–	0.13%	122
2016 Q2	$697K	Buy	39,000 +9,000	+30%	+$160K	0.13%	124
2016 Q1	$532K	Buy	+30,000	New	+$503K	0.08%	131

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

Marco Investment Management's VUG Position: Q2 2026 in Review

Marco Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.22% in Q2 2026, selling an estimated $5.72K and leaving 31,102 shares worth $2.68M. The position accounts for 0.18% of the portfolio, ranked #83.

Marco Investment Management first reported a position in VUG in Q1 2016 and has held it in 42 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Marco Investment Management held 31,102 shares of Vanguard Morningstar Growth ETF worth $2.68M as of Q2 2026.
Marco Investment Management sold 68 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.72K.
Vanguard Morningstar Growth ETF made up 0.18% of Marco Investment Management's portfolio in Q2 2026, its #83 holding.
Marco Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 42 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.