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Alan N. Hoffman Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Alan N. Hoffman Investment Management’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 		$5.92M Buy
67,302
+2,697
+4% +$230K 3.5% 6
2026
Q1 		$4.75M Buy
64,605
+1,570
+2% +$123K 3.13% 6
2025
Q4 		$5.2M Buy
63,035
+45,440
+258% +$3.73M 2.94% 6
2025
Q3 		$1.42M Hold
17,595
– – 0.62% 8
2025
Q2 		$1.29M Sell
17,595
-425
-2% -$28K 0.64% 8
2025
Q1 		$1.11M Sell
18,020
-45
-0.2% -$3.04K 0.57% 8
2024
Q4 		$1.24M Sell
18,065
-1,525
-8% -$103K 0.56% 8
2024
Q3 		$1.26M Sell
19,590
-80
-0.4% -$4.99K 0.61% 8
2024
Q2 		$1.24M Sell
19,670
-240
-1% -$14K 0.61% 8
2024
Q1 		$1.14M Sell
19,910
-305
-2% -$16.8K 0.64% 7
2023
Q4 		$1.05M Sell
20,215
-400
-2% -$19.4K 0.59% 7
2023
Q3 		$936K Buy
20,615
+1,355
+7% +$63.9K 0.6% 7
2023
Q2 		$906K Sell
19,260
-50
-0.3% -$2.15K 0.54% 7
2023
Q1 		$790K Sell
19,310
-3,595
-16% -$136K 0.56% 7
2022
Q4 		$788K Sell
22,905
-570
-2% -$20.4K 0.6% 7
2022
Q3 		$818K Sell
23,475
-500
-2% -$19.7K 0.56% 7
2022
Q2 		$871K Buy
23,975
+2,380
+11% +$95.7K 0.59% 7
2022
Q1 		$1.02M Buy
21,595
+225
+1% +$10.4K 0.53% 8
2021
Q4 		$1.11M Buy
21,370
+6,890
+48% +$349K 0.56% 8
2021
Q3 		$680K Buy
14,480
+100
+0.7% +$4.84K 0.4% 9
2021
Q2 		$665K Sell
14,380
-415
-3% -$18.3K 0.39% 9
2021
Q1 		$613K Hold
14,795
– – 0.41% 9
2020
Q4 		$603K Buy
+14,795
New +$573K 0.38% 9

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Alan N. Hoffman Investment Management's MGK Position: Q2 2026 in Review

Alan N. Hoffman Investment Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.2% in Q2 2026, buying an estimated $230K and bringing the position to 67,302 shares worth $5.92M. The position accounts for 3.5% of the portfolio, ranked #6.

Alan N. Hoffman Investment Management first reported a position in MGK in Q4 2020 and has held it in 23 quarters since. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Alan N. Hoffman Investment Management held 67,302 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.92M as of Q2 2026.
  • Alan N. Hoffman Investment Management bought 2,697 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $230K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 3.5% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #6 holding.
  • Alan N. Hoffman Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.