Acorn Financial Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Acorn Financial Advisory Services’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$793K	Sell	9,023 -12	-0.1%	-$1.02K	0.11%	96
2026 Q1	$664K	Sell	9,035 -130	-1%	-$10.2K	0.09%	99
2025 Q4	$756K	Sell	9,165 -85	-0.9%	-$6.98K	0.11%	90
2025 Q3	$745K	Hold	9,250	–	–	0.11%	92
2025 Q2	$677K	Hold	9,250	–	–	0.11%	95
2025 Q1	$571K	Sell	9,250 -60	-0.6%	-$4.05K	0.1%	94
2024 Q4	$639K	Sell	9,310 -60	-0.6%	-$4.04K	0.11%	95
2024 Q3	$603K	Buy	9,370 +5	+0.1%	+$312	0.11%	89
2024 Q2	$589K	Hold	9,365	–	–	0.11%	95
2024 Q1	$537K	Hold	9,365	–	–	0.1%	100
2023 Q4	$486K	Sell	9,365 -270	-3%	-$13.1K	0.09%	142
2023 Q3	$437K	Buy	9,635 +4,600	+91%	+$217K	0.08%	146
2023 Q2	$237K	Buy	5,035 +5	+0.1%	+$215	0.04%	219
2023 Q1	$206K	Buy	+5,030	New	+$191K	0.04%	219
2022 Q2	–	Sell	-8,480	Closed	-$399K	–	219
2022 Q1	$399K	Sell	8,480 -165	-2%	-$7.64K	0.08%	158
2021 Q4	$451K	Sell	8,645 -55	-0.6%	-$2.79K	0.09%	146
2021 Q3	$409K	Hold	8,700	–	–	0.13%	148
2021 Q2	$403K	Sell	8,700 -115	-1%	-$5.06K	0.12%	163
2021 Q1	$365K	Buy	8,815 +865	+11%	+$35.6K	0.13%	148
2020 Q4	$324K	Buy	+7,950	New	+$308K	0.13%	174

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Acorn Financial Advisory Services's MGK Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.13% in Q2 2026, selling an estimated $1.02K and leaving 9,023 shares worth $793K. The position accounts for 0.11% of the portfolio, ranked #96.

Acorn Financial Advisory Services first reported a position in MGK in Q4 2020 and has held it in 20 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Acorn Financial Advisory Services held 9,023 shares of Vanguard Morningstar Mega Cap Growth ETF worth $793K as of Q2 2026.
Acorn Financial Advisory Services sold 12 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.02K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #96 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.