DHJJ Financial Advisors’s Vanguard Morningstar 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 Q2	$820K	Buy	9,323 +8,823	+1,765%	+$753K	0.24%	80
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 $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

DHJJ Financial Advisors's MGK Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1,765% in Q2 2026, buying an estimated $753K and bringing the position to 9,323 shares worth $820K. The position accounts for 0.24% of the portfolio, ranked #80.

DHJJ Financial Advisors first reported a position in MGK in Q3 2023 and has held it in 12 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

DHJJ Financial Advisors held 9,323 shares of Vanguard Morningstar Mega Cap Growth ETF worth $820K as of Q2 2026.
DHJJ Financial Advisors bought 8,823 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $753K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.24% of DHJJ Financial Advisors's portfolio in Q2 2026, its #80 holding.
DHJJ Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.