Harbor Asset Planning’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Harbor Asset Planning’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	$33.2K	Buy	378 +3	+0.8%	+$256	0.02%	265
2026 Q1	$27.7K	Hold	375	–	–	0.02%	269
2025 Q4	$31.1K	Hold	375	–	–	0.03%	251
2025 Q3	$30.3K	Hold	375	–	–	0.03%	243
2025 Q2	$27.5K	Buy	+375	New	+$24.7K	0.03%	243

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

Harbor Asset Planning's MGK Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.8% in Q2 2026, buying an estimated $256 and bringing the position to 378 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #265.

Harbor Asset Planning first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Harbor Asset Planning held 378 shares of Vanguard Morningstar Mega Cap Growth ETF worth $33.2K as of Q2 2026.
Harbor Asset Planning bought 3 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $256.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #265 holding.
Harbor Asset Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.