Berkshire Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Berkshire Asset 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	$673K	Sell	7,653 -207	-3%	-$17.7K	0.03%	158
2026 Q1	$578K	Hold	7,860	–	–	0.02%	163
2025 Q4	$649K	Hold	7,860	–	–	0.03%	149
2025 Q3	$633K	Hold	7,860	–	–	0.03%	174
2025 Q2	$576K	Sell	7,860 -730	-8%	-$48.1K	0.03%	175
2025 Q1	$556K	Sell	8,590 -255	-3%	-$17.2K	0.03%	176
2024 Q4	$626K	Hold	8,845	–	–	0.03%	172
2024 Q3	$556K	Hold	8,845	–	–	0.03%	172
2024 Q2	$556K	Sell	8,845 -995	-10%	-$58.1K	0.03%	173
2024 Q1	$564K	Sell	9,840 -75	-0.8%	-$4.14K	0.03%	149
2023 Q4	$515K	Hold	9,915	–	–	0.03%	152
2023 Q3	$450K	Sell	9,915 -2,105	-18%	-$99.3K	0.03%	156
2023 Q2	$566K	Buy	12,020 +380	+3%	+$16.4K	0.03%	140
2023 Q1	$476K	Sell	11,640 -380	-3%	-$14.4K	0.03%	144
2022 Q4	$414K	Hold	12,020	–	–	0.03%	119
2022 Q3	$419K	Hold	12,020	–	–	0.03%	145
2022 Q2	$437K	Buy	+12,020	New	+$484K	0.03%	150

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

Berkshire Asset Management's MGK Position: Q2 2026 in Review

Berkshire Asset Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.6% in Q2 2026, selling an estimated $17.7K and leaving 7,653 shares worth $673K. The position accounts for 0.03% of the portfolio, ranked #158.

Berkshire Asset Management first reported a position in MGK in Q2 2022 and has held it in 17 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Berkshire Asset Management held 7,653 shares of Vanguard Morningstar Mega Cap Growth ETF worth $673K as of Q2 2026.
Berkshire Asset Management sold 207 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Berkshire Asset Management's portfolio in Q2 2026, its #158 holding.
Berkshire Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.