Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$214K	Buy	+2,437	New	+$208K	0.01%	347
2021 Q4	–	Sell	-530	Closed	-$24K	–	759
2021 Q3	$24K	Buy	+530	New	+$25.6K	﹤0.01%	466

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MGK Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,437 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in MGK as recently as Q3 2021.

Gerber Kawasaki Wealth & Investment Management first reported a position in MGK in Q3 2021 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 2,437 shares of Vanguard Morningstar Mega Cap Growth ETF worth $214K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #347 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 2 quarters since.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.