Dogwood Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Dogwood Wealth Management’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	–	Sell	-105	Closed	-$7.72K	–	898
2026 Q1	$7.72K	Sell	105 -5	-5%	-$393	﹤0.01%	390
2025 Q4	$9.08K	Hold	110	–	–	﹤0.01%	311
2025 Q3	$8.86K	Sell	110 -255	-70%	-$19.6K	﹤0.01%	294
2025 Q2	$26.7K	Buy	+365	New	+$24.1K	0.01%	151
2024 Q3	–	Sell	-200	Closed	-$12.6K	–	602
2024 Q2	$12.6K	Buy	+200	New	+$11.7K	0.01%	160
2024 Q1	–	Sell	-415	Closed	-$21.7K	–	623
2023 Q4	$21.7K	Buy	+415	New	+$20.1K	0.02%	147

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

Dogwood Wealth Management's MGK Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 105 shares — an estimated $7.72K sold.

Dogwood Wealth Management first reported a position in MGK in Q4 2023 and held it in 6 quarters. The position peaked at $26.7K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Dogwood Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 105 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $7.72K.
Dogwood Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 6 quarters.
Dogwood Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $26.7K in Q2 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.