Anchor Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Anchor 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	$378K	Hold	4,300	–	–	0.03%	296
2026 Q1	$316K	Sell	4,300 -40	-0.9%	-$3.14K	0.03%	315
2025 Q4	$358K	Hold	4,340	–	–	0.03%	300
2025 Q3	$349K	Hold	4,340	–	–	0.03%	300
2025 Q2	$318K	Hold	4,340	–	–	0.03%	308
2025 Q1	$268K	Hold	4,340	–	–	0.03%	324
2024 Q4	$298K	Hold	4,340	–	–	0.03%	306
2024 Q3	$279K	Sell	4,340 -500	-10%	-$31.2K	0.03%	319
2024 Q2	$304K	Hold	4,840	–	–	0.03%	289
2024 Q1	$277K	Sell	4,840 -50	-1%	-$2.76K	0.03%	309
2023 Q4	$254K	Hold	4,890	–	–	0.03%	312
2023 Q3	$222K	Hold	4,890	–	–	0.03%	321
2023 Q2	$230K	Hold	4,890	–	–	0.03%	315
2023 Q1	$200K	Sell	4,890 -2,390	-33%	-$90.6K	0.03%	348
2022 Q4	$251K	Sell	7,280 -2,395	-25%	-$85.8K	0.04%	307
2022 Q3	$337K	Hold	9,675	–	–	0.05%	259
2022 Q2	$352K	Sell	9,675 -730	-7%	-$29.4K	0.05%	264
2022 Q1	$490K	Hold	10,405	–	–	0.06%	246
2021 Q4	$543K	Sell	10,405 -165	-2%	-$8.36K	0.07%	234
2021 Q3	$496K	Buy	10,570 +180	+2%	+$8.71K	0.07%	232
2021 Q2	$481K	Hold	10,390	–	–	0.07%	235
2021 Q1	$430K	Hold	10,390	–	–	0.07%	230
2020 Q4	$423K	Hold	10,390	–	–	0.08%	203
2020 Q3	$385K	Buy	+10,390	New	+$374K	0.08%	189

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

Anchor Investment Management's MGK Position: Q2 2026 in Review

Anchor Investment Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 4,300 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #296.

Anchor Investment Management first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. The position peaked at $543K in Q4 2021. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Anchor Investment Management held 4,300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $378K as of Q2 2026.
Anchor Investment Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Anchor Investment Management's portfolio in Q2 2026, its #296 holding.
Anchor Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
Anchor Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $543K in Q4 2021.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.