David Kennon’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

David Kennon’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 Q3	$690K	Sell	7,448 -59	-0.8%	-$5.26K	0.23%	32
2026 Q2	$660K	Sell	7,507 -448	-6%	-$38.2K	0.22%	34
2026 Q1	$585K	Sell	7,955 -65	-0.8%	-$5.11K	0.21%	31
2025 Q4	$662K	Buy	8,020 +605	+8%	+$49.7K	0.24%	29
2025 Q3	$597K	Buy	7,415 +4,455	+151%	+$342K	0.21%	29
2025 Q2	$217K	Buy	+2,960	New	+$195K	0.08%	36
2025 Q1	–	Sell	-2,955	Closed	-$203K	–	37
2024 Q4	$203K	Buy	+2,955	New	+$199K	0.08%	36

Other funds holding MGK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

David Kennon's MGK Position: Q3 2026 in Review

David Kennon reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.79% in Q3 2026, selling an estimated $5.26K and leaving 7,448 shares worth $690K. The position accounts for 0.23% of the portfolio, ranked #32.

David Kennon first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

David Kennon held 7,448 shares of Vanguard Morningstar Mega Cap Growth ETF worth $690K as of Q3 2026.
David Kennon sold 59 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $5.26K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.23% of David Kennon's portfolio in Q3 2026, its #32 holding.
David Kennon first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.