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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
Q2 		$12.2M Buy
+141,952
New +$11.9M 2.69% 12

Other funds holding VUG

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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
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

Markowski Investments's VUG Position: Q2 2026 in Review

Markowski Investments opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 141,952 shares worth $12.2M. The stake represents 2.69% of the portfolio and ranks #12 among its holdings.

2,554 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Markowski Investments held 141,952 shares of Vanguard Morningstar Growth ETF worth $12.2M as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Markowski Investments position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 2.69% of Markowski Investments's portfolio in Q2 2026, its #12 holding.
  • 2,554 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.