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Markowski Investments Adds $49 Million Across Five New ETF Positions x/the-vanguard-group — Sep 5, 2026 Markowski Investments disclosed new Q2 positions across five ETFs, including 107,534 VIG shares (~$25.4 million), 141,952 VUG shares (~$12.2 million), 187,992 GPIX shares (~$10.4 million), 1,609 VBK shares (~$588,000), and 1,000 SMH shares (~$656,000). The filings show a broader shift alongside other hedge funds adjusting holdings in these funds, signaling continued diversification in the firm’s portfolio. Priya Raman Big VIG position tells me they're leaning defensive with dividend growth while still keeping growth exposure through VUG. Balanced approach.
