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

Dopkins 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	$2.68M	Buy	30,442 +237	+0.8%	+$20.2K	0.97%	25
2026 Q1	$2.22M	Sell	30,205 -725	-2%	-$56.9K	0.89%	29
2025 Q4	$2.55M	Sell	30,930 -720	-2%	-$59.1K	1.04%	21
2025 Q3	$2.55M	Sell	31,650 -1,605	-5%	-$123K	1.07%	21
2025 Q2	$2.44M	Buy	33,255 +550	+2%	+$36.2K	1.09%	21
2025 Q1	$2.02M	Buy	32,705 +4,130	+14%	+$279K	1.03%	23
2024 Q4	$1.96M	Buy	28,575 +22,945	+408%	+$1.54M	1%	22
2024 Q3	$363K	Sell	5,630 -6,060	-52%	-$378K	0.29%	38
2024 Q2	$735K	Buy	11,690 +1,840	+19%	+$107K	0.45%	31
2024 Q1	$565K	Buy	9,850 +5,605	+132%	+$309K	0.34%	39
2023 Q4	$220K	Buy	+4,245	New	+$206K	0.17%	43

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

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

Dopkins Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.78% in Q2 2026, buying an estimated $20.2K and bringing the position to 30,442 shares worth $2.68M. The position accounts for 0.97% of the portfolio, ranked #25.

Dopkins Wealth Management first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Dopkins Wealth Management held 30,442 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.68M as of Q2 2026.
Dopkins Wealth Management bought 237 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $20.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.97% of Dopkins Wealth Management's portfolio in Q2 2026, its #25 holding.
Dopkins Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.