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Blom & Howell Financial Planning’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Blom & Howell Financial Planning’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 		$401K Buy
4,564
+649
+17% +$55.4K 0.33% 42
2026
Q1 		$288K Buy
3,915
+10
+0.3% +$785 0.28% 48
2025
Q4 		$322K Buy
+3,905
New +$321K 0.32% 44

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Blom & Howell Financial Planning's MGK Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 17% in Q2 2026, buying an estimated $55.4K and bringing the position to 4,564 shares worth $401K. The position accounts for 0.33% of the portfolio, ranked #42.

Blom & Howell Financial Planning first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Blom & Howell Financial Planning held 4,564 shares of Vanguard Morningstar Mega Cap Growth ETF worth $401K as of Q2 2026.
  • Blom & Howell Financial Planning bought 649 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $55.4K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.33% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.