Atwood & Palmer’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Atwood & Palmer’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	$772K	Sell	8,776 -2,229	-20%	-$190K	0.04%	103
2026 Q1	$809K	Buy	+11,005	New	+$864K	0.05%	100
2020 Q3	–	Sell	-100	Closed	-$3K	–	339
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	298
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	293
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	281
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	286
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	281
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	313
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	303
2018 Q3	$3K	Buy	+100	New	+$2.5K	﹤0.01%	293

Other funds holding MGK

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

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

VIA

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

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Atwood & Palmer's MGK Position: Q2 2026 in Review

Atwood & Palmer reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 20% in Q2 2026, selling an estimated $190K and leaving 8,776 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #103.

Atwood & Palmer first reported a position in MGK in Q3 2018 and has held it in 10 quarters since. The position peaked at $809K in Q1 2026. 695 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Atwood & Palmer held 8,776 shares of Vanguard Morningstar Mega Cap Growth ETF worth $772K as of Q2 2026.
Atwood & Palmer sold 2,229 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $190K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Atwood & Palmer's portfolio in Q2 2026, its #103 holding.
Atwood & Palmer first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2018 and has held it in 10 quarters since.
Atwood & Palmer's Vanguard Morningstar Mega Cap Growth ETF position peaked at $809K in Q1 2026.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.