Markowski Investments
VUG icon

Markowski Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Markowski Investments’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
Q3 		$12.1M Sell
134,730
-7,222
-5% -$632K 2.71% 13
2026
Q2 		$12.2M Buy
+141,952
New +$11.9M 2.69% 12

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Markowski Investments's VUG Position: Q3 2026 in Review

Markowski Investments reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.1% in Q3 2026, selling an estimated $632K and leaving 134,730 shares worth $12.1M. The position accounts for 2.71% of the portfolio, ranked #13.

Markowski Investments first reported a position in VUG in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.2M in Q2 2026. 2,595 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Markowski Investments held 134,730 shares of Vanguard Morningstar Growth ETF worth $12.1M as of Q3 2026.
  • Markowski Investments sold 7,222 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $632K.
  • Vanguard Morningstar Growth ETF made up 2.71% of Markowski Investments's portfolio in Q3 2026, its #13 holding.
  • Markowski Investments first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Markowski Investments's Vanguard Morningstar Growth ETF position peaked at $12.2M in Q2 2026.
  • 2,595 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.