First Heartland Consultants’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

First Heartland Consultants’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	$2.99M	Buy	33,987 +1,312	+4%	+$112K	0.19%	111
2026 Q1	$2.4M	Buy	32,675 +3,465	+12%	+$272K	0.18%	107
2025 Q4	$2.41M	Buy	29,210 +23,845	+444%	+$1.96M	0.18%	104
2025 Q3	$432K	Buy	+5,365	New	+$412K	0.03%	314
2024 Q3	–	Sell	-10,985	Closed	-$690K	–	480
2024 Q2	$690K	Buy	10,985 +610	+6%	+$35.6K	0.05%	215
2024 Q1	$595K	Buy	+10,375	New	+$572K	0.06%	225
2021 Q2	–	Sell	-5,050	Closed	-$209K	–	419
2021 Q1	$209K	Buy	+5,050	New	+$208K	0.03%	365
2020 Q4	–	Sell	-5,665	Closed	-$210K	–	348
2020 Q3	$210K	Buy	+5,665	New	+$204K	0.04%	270
2019 Q1	–	Sell	-9,575	Closed	-$205K	–	283
2018 Q4	$205K	Sell	9,575 -1,580	-14%	-$36.6K	0.08%	232
2018 Q3	$286K	Buy	11,155 +20	+0.2%	+$499	0.09%	195
2018 Q2	$265K	Hold	11,135	–	–	0.09%	201
2018 Q1	$250K	Buy	11,135 +270	+2%	+$6.27K	0.07%	232
2017 Q4	$242K	Sell	10,865 -310	-3%	-$6.75K	0.07%	239
2017 Q3	$234K	Buy	11,175 +20	+0.2%	+$412	0.06%	299
2017 Q2	$223K	Buy	11,155 +340	+3%	+$6.73K	0.06%	309
2017 Q1	$207K	Buy	+10,815	New	+$201K	0.06%	309

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

First Heartland Consultants's MGK Position: Q2 2026 in Review

First Heartland Consultants increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4% in Q2 2026, buying an estimated $112K and bringing the position to 33,987 shares worth $2.99M. The position accounts for 0.19% of the portfolio, ranked #111.

First Heartland Consultants first reported a position in MGK in Q1 2017 and has held it in 16 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

First Heartland Consultants held 33,987 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.99M as of Q2 2026.
First Heartland Consultants bought 1,312 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $112K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of First Heartland Consultants's portfolio in Q2 2026, its #111 holding.
First Heartland Consultants first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2017 and has held it in 16 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.