Michael J. Porro & Co. Financial Advisors, Inc.’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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
2025 Q4	$561K	Buy	+6,790	New	+$558K	0.47%	75

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s MGK Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025: 6,790 shares worth $561K. The stake represents 0.47% of the portfolio and ranks #75 among its holdings.

983 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 6,790 shares of Vanguard Morningstar Mega Cap Growth ETF worth $561K as of Q4 2025.
Vanguard Morningstar Mega Cap Growth ETF was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Vanguard Morningstar Mega Cap Growth ETF made up 0.47% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #75 holding.
983 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.