DecisionPoint Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

DecisionPoint Financial’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	$6.49K	Hold	70	–	–	﹤0.01%	264
2026 Q2	$6.15K	Hold	70	–	–	﹤0.01%	223
2026 Q1	$5.14K	Hold	70	–	–	﹤0.01%	218
2025 Q4	$5.78K	Buy	+70	New	+$5.75K	﹤0.01%	233
2025 Q3	–	Sell	-40	Closed	-$2.9K	–	669
2025 Q2	$2.9K	Buy	+40	New	+$2.64K	﹤0.01%	209

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

DecisionPoint Financial's MGK Position: Q3 2026 in Review

DecisionPoint Financial held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 70 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

DecisionPoint Financial first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

DecisionPoint Financial held 70 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.49K as of Q3 2026.
DecisionPoint Financial left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #264 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
382 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.