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Dynamic Advisor Solutions’s Vanguard Morningstar 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

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

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

Dynamic Advisor Solutions increased its Vanguard Morningstar 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. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Dynamic Advisor Solutions held 4,257 shares of Vanguard Morningstar Mega Cap Growth ETF worth $374K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,207 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $103K.
  • Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.25M in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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