Dynamic Advisor Solutions
MGK icon

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
Q3 		$289K Sell
3,117
-1,140
-27% -$102K 0.01% 843
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 		$1.26M 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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ZC
Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Dynamic Advisor Solutions's MGK Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 27% in Q3 2026, selling an estimated $102K and leaving 3,117 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #843.

Dynamic Advisor Solutions first reported a position in MGK in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.26M in Q1 2022. 242 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Dynamic Advisor Solutions held 3,117 shares of Vanguard Morningstar Mega Cap Growth ETF worth $289K as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,140 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $102K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #843 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.26M in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.