Diversify Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Diversify Advisory Services’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	$2.23M	Buy	24,226 +7,342	+43%	+$655K	0.03%	408
2026 Q2	$1.43M	Buy	+16,884	New	+$1.44M	0.02%	519
2026 Q1	–	Sell	-16,670	Closed	-$1.36M	–	605
2025 Q4	$1.36M	Buy	16,670 +355	+2%	+$29.2K	0.04%	304
2025 Q3	$1.38M	Sell	16,315 -70	-0.4%	-$5.37K	0.05%	283
2025 Q2	$1.27M	Buy	16,385 +2,480	+18%	+$163K	0.05%	278
2025 Q1	$878K	Buy	13,905 +590	+4%	+$39.8K	0.05%	242
2024 Q4	$906K	Sell	13,315 -605	-4%	-$40.7K	0.05%	242
2024 Q3	$918K	Sell	13,920 -1,835	-12%	-$114K	0.05%	268
2024 Q2	$1.03M	Sell	15,755 -2,125	-12%	-$124K	0.06%	237
2024 Q1	$1.02M	Buy	+17,880	New	+$987K	0.06%	246

Other funds holding MGK

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

PWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Diversify Advisory Services's MGK Position: Q3 2026 in Review

Diversify Advisory Services increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 43% in Q3 2026, buying an estimated $655K and bringing the position to 24,226 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #408.

Diversify Advisory Services first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Diversify Advisory Services held 24,226 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.23M as of Q3 2026.
Diversify Advisory Services bought 7,342 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $655K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #408 holding.
Diversify Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
259 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.