HWM
MGK icon

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

HB 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 		$33.3M Buy
379,143
+823
+0.2% +$70.2K 0.19% 65
2026
Q1 		$27.8M Buy
378,320
+2,935
+0.8% +$231K 0.18% 72
2025
Q4 		$31M Sell
375,385
-880
-0.2% -$72.3K 0.2% 62
2025
Q3 		$30.3M Sell
376,265
-600
-0.2% -$46K 0.21% 64
2025
Q2 		$27.6M Sell
376,865
-625
-0.2% -$41.2K 0.22% 61
2025
Q1 		$23.3M Buy
377,490
+11,225
+3% +$757K 0.2% 72
2024
Q4 		$25.2M Buy
366,265
+34,245
+10% +$2.3M 0.26% 47
2024
Q3 		$21.4M Buy
332,020
+4,610
+1% +$288K 0.23% 46
2024
Q2 		$20.6M Buy
327,410
+20
+0% +$1.17K 0.24% 48
2024
Q1 		$18.8M Buy
327,390
+53,690
+20% +$2.96M 0.24% 47
2023
Q4 		$14.2M Buy
273,700
+410
+0.2% +$19.9K 0.2% 57
2023
Q3 		$12.4M Buy
273,290
+145
+0.1% +$6.84K 0.2% 59
2023
Q2 		$12.9M Buy
273,145
+295
+0.1% +$12.7K 0.21% 54
2023
Q1 		$11.2M Buy
272,850
+1,055
+0.4% +$40K 0.19% 59
2022
Q4 		$9.35M Buy
271,795
+160
+0.1% +$5.73K 0.17% 67
2022
Q3 		$9.47M Sell
271,635
-11,055
-4% -$435K 0.2% 56
2022
Q2 		$10.3M Sell
282,690
-1,740
-0.6% -$70K 0.21% 48
2022
Q1 		$13.4M Buy
284,430
+16,755
+6% +$776K 0.25% 37
2021
Q4 		$14M Buy
+267,675
New +$13.6M 0.28% 28

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

HB Wealth Management's MGK Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.22% in Q2 2026, buying an estimated $70.2K and bringing the position to 379,143 shares worth $33.3M. The position accounts for 0.19% of the portfolio, ranked #65.

HB Wealth Management first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • HB Wealth Management held 379,143 shares of Vanguard Morningstar Mega Cap Growth ETF worth $33.3M as of Q2 2026.
  • HB Wealth Management bought 823 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $70.2K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of HB Wealth Management's portfolio in Q2 2026, its #65 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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