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Dynamic Advisor Solutions’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Dynamic Advisor Solutions’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 		$374K Buy
4,257
+1,207
+40% +$103K 0.01% 778
2026
Q1 		$224K Buy
3,050
+205
+7% +$16.1K 0.01% 891
2025
Q4 		$235K Buy
2,845
+5
+0.2% +$411 0.01% 855
2025
Q3 		$229K Buy
+2,840
New +$218K 0.01% 860
2024
Q2 		– Sell
-9,560
Closed -$548K – 976
2024
Q1 		$548K Buy
9,560
+1,025
+12% +$56.6K 0.02% 581
2023
Q4 		$430K Sell
8,535
-620
-7% -$30.1K 0.02% 611
2023
Q3 		$415K Sell
9,155
-80
-0.9% -$3.77K 0.02% 565
2023
Q2 		$435K Sell
9,235
-2,015
-18% -$86.8K 0.02% 533
2023
Q1 		$460K Sell
11,250
-305
-3% -$11.6K 0.03% 489
2022
Q4 		$398K Sell
11,555
-8,080
-41% -$289K 0.03% 498
2022
Q3 		$684K Sell
19,635
-1,465
-7% -$57.7K 0.05% 322
2022
Q2 		$767K Sell
21,100
-5,560
-21% -$224K 0.06% 297
2022
Q1 		$1.25M Buy
26,660
+7,960
+43% +$369K 0.09% 230
2021
Q4 		$975K Buy
18,700
+11,780
+170% +$597K 0.07% 284
2021
Q3 		$325K Buy
6,920
+1,865
+37% +$90.2K 0.02% 555
2021
Q2 		$234K Sell
5,055
-455
-8% -$20K 0.02% 623
2021
Q1 		$228K Buy
5,510
+260
+5% +$10.7K 0.02% 578
2020
Q4 		$214K Sell
5,250
-1,150
-18% -$44.5K 0.02% 585
2020
Q3 		$237K Buy
+6,400
New +$231K 0.03% 487

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Dynamic Advisor Solutions's MGK Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Mega Cap Growth ETF (MGK) stake by 40% in Q2 2026, buying an estimated $103K and bringing the position to 4,257 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #778.

Dynamic Advisor Solutions first reported a position in MGK in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2022. 198 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Dynamic Advisor Solutions held 4,257 shares of Vanguard Mega Cap Growth ETF worth $374K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,207 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $103K.
  • Vanguard Mega Cap Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #778 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Mega Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Vanguard Mega Cap Growth ETF position peaked at $1.25M in Q1 2022.
  • 198 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.