Daymark Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Daymark Wealth Partners’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	$6.08M	Buy	69,144 +65,734	+1,928%	+$5.61M	0.15%	115
2026 Q1	$250K	Buy	3,410 +5	+0.1%	+$393	0.01%	639
2025 Q4	$281K	Hold	3,405	–	–	0.01%	497
2025 Q3	$274K	Buy	3,405 +440	+15%	+$33.8K	0.01%	503
2025 Q2	$217K	Buy	+2,965	New	+$195K	0.01%	525

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

Daymark Wealth Partners's MGK Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1,928% in Q2 2026, buying an estimated $5.61M and bringing the position to 69,144 shares worth $6.08M. The position accounts for 0.15% of the portfolio, ranked #115.

Daymark Wealth Partners first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Daymark Wealth Partners held 69,144 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.08M as of Q2 2026.
Daymark Wealth Partners bought 65,734 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.61M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.15% of Daymark Wealth Partners's portfolio in Q2 2026, its #115 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.