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Bogart Wealth LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bogart Wealth LLC’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 		$96.7K Buy
1,100
+75
+7% +$6.4K ﹤0.01% 388
2026
Q1 		$75.3K Hold
1,025
– – ﹤0.01% 402
2025
Q4 		$84.6K Hold
1,025
– – ﹤0.01% 357
2025
Q3 		$82.5K Sell
1,025
-10
-1% -$767 ﹤0.01% 353
2025
Q2 		$75.8K Hold
1,035
– – ﹤0.01% 363
2025
Q1 		$63.9K Buy
1,035
+10
+1% +$675 ﹤0.01% 377
2024
Q4 		$70.4K Hold
1,025
– – ﹤0.01% 353
2024
Q3 		$66K Hold
1,025
– – ﹤0.01% 364
2024
Q2 		$64.4K Sell
1,025
-300
-23% -$17.5K ﹤0.01% 357
2024
Q1 		$76K Hold
1,325
– – ﹤0.01% 314
2023
Q4 		$68.8K Sell
1,325
-225
-15% -$10.9K ﹤0.01% 322
2023
Q3 		$70.3K Sell
1,550
-2,040
-57% -$96.2K ﹤0.01% 289
2023
Q2 		$169K Sell
3,590
-865
-19% -$37.3K 0.01% 201
2023
Q1 		$182K Sell
4,455
-2,045
-31% -$77.5K 0.01% 184
2022
Q4 		$224K Buy
6,500
+4,555
+234% +$163K 0.02% 175
2022
Q3 		$68K Sell
1,945
-362,640
-99% -$14.3M 0.01% 261
2022
Q2 		$13.2M Buy
+364,585
New +$14.7M 1.16% 18

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

Bogart Wealth LLC's MGK Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.3% in Q2 2026, buying an estimated $6.4K and bringing the position to 1,100 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Bogart Wealth LLC first reported a position in MGK in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.2M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Bogart Wealth LLC held 1,100 shares of Vanguard Morningstar Mega Cap Growth ETF worth $96.7K as of Q2 2026.
  • Bogart Wealth LLC bought 75 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $6.4K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #388 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Bogart Wealth LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $13.2M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.