Gilliland Jeter Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Gilliland Jeter Wealth 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	$2.24M	Buy	25,515 +25	+0.1%	+$2.13K	0.59%	48
2026 Q1	$1.87M	Buy	25,490 +25	+0.1%	+$1.96K	0.55%	50
2025 Q4	$2.1M	Buy	25,465 +45	+0.2%	+$3.7K	0.64%	40
2025 Q3	$2.05M	Buy	25,420 +25	+0.1%	+$1.92K	0.63%	39
2025 Q2	$1.86M	Hold	25,395	–	–	0.61%	42
2025 Q1	$1.57M	Buy	25,395 +30	+0.1%	+$2.02K	0.55%	47
2024 Q4	$1.74M	Buy	25,365 +35	+0.1%	+$2.36K	0.59%	43
2024 Q3	$1.63M	Buy	25,330 +50	+0.2%	+$3.12K	0.53%	46
2024 Q2	$1.59M	Hold	25,280	–	–	0.54%	47
2024 Q1	$1.45M	Buy	25,280 +30	+0.1%	+$1.66K	0.5%	52
2023 Q4	$1.31M	Buy	+25,250	New	+$1.23M	0.54%	51

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

Gilliland Jeter Wealth Management's MGK Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.1% in Q2 2026, buying an estimated $2.13K and bringing the position to 25,515 shares worth $2.24M. The position accounts for 0.59% of the portfolio, ranked #48.

Gilliland Jeter Wealth Management first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Gilliland Jeter Wealth Management held 25,515 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.24M as of Q2 2026.
Gilliland Jeter Wealth Management bought 25 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.13K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.59% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #48 holding.
Gilliland Jeter Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.