Dakota Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Dakota Wealth 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	$456K	Buy	+5,183	New	+$442K	0.01%	589
2025 Q3	–	Sell	-2,910	Closed	-$213K	–	740
2025 Q2	$213K	Buy	+2,910	New	+$192K	﹤0.01%	715
2022 Q3	–	Sell	-12,470	Closed	-$453K	–	597
2022 Q2	$453K	Buy	+12,470	New	+$502K	0.04%	294

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

Dakota Wealth Management's MGK Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 5,183 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in MGK as recently as Q2 2025.

Dakota Wealth Management first reported a position in MGK in Q2 2022 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Dakota Wealth Management held 5,183 shares of Vanguard Morningstar Mega Cap Growth ETF worth $456K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Dakota Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #589 holding.
Dakota Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 3 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.