DHJJ Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

DHJJ Financial Advisors’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 Q1	$36.6K	Hold	500	–	–	0.01%	452
2025 Q4	$41.1K	Hold	500	–	–	0.01%	414
2025 Q3	$40K	Hold	500	–	–	0.01%	398
2025 Q2	$36.4K	Hold	500	–	–	0.01%	391
2025 Q1	$30.7K	Sell	500 -485	-49%	-$32.7K	0.01%	383
2024 Q4	$67.5K	Buy	985 +485	+97%	+$32.6K	0.03%	264
2024 Q3	$32K	Hold	500	–	–	0.01%	364
2024 Q2	$31.3K	Hold	500	–	–	0.01%	330
2024 Q1	$28.5K	Buy	500 +5	+1%	+$276	0.01%	329
2023 Q4	$25.8K	Hold	495	–	–	0.01%	335
2023 Q3	$22.5K	Buy	+495	New	+$23.4K	0.01%	344

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHJJ Financial Advisors's MGK Position: Q1 2026 in Review

DHJJ Financial Advisors held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 500 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #452.

DHJJ Financial Advisors first reported a position in MGK in Q3 2023 and has held it in 11 quarters since. The position peaked at $67.5K in Q4 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

DHJJ Financial Advisors held 500 shares of Vanguard Mega Cap Growth ETF worth $36.6K as of Q1 2026.
DHJJ Financial Advisors left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Growth ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #452 holding.
DHJJ Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Vanguard Mega Cap Growth ETF position peaked at $67.5K in Q4 2024.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.