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 Q3	$813K	Hold	8,776	–	–	0.04%	104
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

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Atwood & Palmer's MGK Position: Q3 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 8,776 shares worth $813K. The position accounts for 0.04% of the portfolio, ranked #104.

Atwood & Palmer first reported a position in MGK in Q3 2018 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Atwood & Palmer held 8,776 shares of Vanguard Morningstar Mega Cap Growth ETF worth $813K as of Q3 2026.
Atwood & Palmer left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Atwood & Palmer's portfolio in Q3 2026, its #104 holding.
Atwood & Palmer first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2018 and has held it in 11 quarters since.
57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.