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

Berkshire Money 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 Q1	–	Sell	-8,395	Closed	-$693K	–	94
2025 Q4	$693K	Buy	+8,395	New	+$690K	0.07%	58
2025 Q3	–	Sell	-8,910	Closed	-$653K	–	97
2025 Q2	$653K	Buy	+8,910	New	+$587K	0.07%	55

Other funds holding MGK

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berkshire Money Management's MGK Position: Q1 2026 in Review

Berkshire Money Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 8,395 shares — an estimated $693K sold.

Berkshire Money Management first reported a position in MGK in Q2 2025 and held it in 2 quarters. The position peaked at $693K in Q4 2025. 957 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 8,395 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $693K.
Berkshire Money Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and held it in 2 quarters.
Berkshire Money Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $693K in Q4 2025.
957 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.