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MGK icon

Helen Stephens Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Helen Stephens Group’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 		$430K Buy
4,890
+5
+0.1% +$427 0.07% 97
2026
Q1 		$359K Hold
4,885
– – 0.07% 87
2025
Q4 		$403K Buy
4,885
+10
+0.2% +$821 0.08% 81
2025
Q3 		$393K Hold
4,875
– – 0.09% 74
2025
Q2 		$357K Hold
4,875
– – 0.09% 65
2025
Q1 		$301K Buy
4,875
+5
+0.1% +$337 0.09% 67
2024
Q4 		$334K Buy
4,870
+5
+0.1% +$337 0.1% 66
2024
Q3 		$313K Buy
4,865
+5
+0.1% +$312 0.1% 67
2024
Q2 		$305K Hold
4,860
– – 0.11% 65
2024
Q1 		$279K Sell
4,860
-655
-12% -$36.1K 0.11% 59
2023
Q4 		$286K Hold
5,515
– – 0.13% 60
2023
Q3 		$250K Hold
5,515
– – 0.13% 57
2023
Q2 		$260K Hold
5,515
– – 0.13% 57
2023
Q1 		$226K Buy
+5,515
New +$209K 0.12% 66
2022
Q3 		– Sell
-5,510
Closed -$200K – 62
2022
Q2 		$200K Buy
5,510
+5
+0.1% +$201 0.14% 57
2022
Q1 		$259K Sell
5,505
-715
-11% -$33.1K 0.18% 49
2021
Q4 		$324K Buy
+6,220
New +$315K 0.26% 40

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Helen Stephens Group's MGK Position: Q2 2026 in Review

Helen Stephens Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.1% in Q2 2026, buying an estimated $427 and bringing the position to 4,890 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #97.

Helen Stephens Group first reported a position in MGK in Q4 2021 and has held it in 17 quarters since. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Helen Stephens Group held 4,890 shares of Vanguard Morningstar Mega Cap Growth ETF worth $430K as of Q2 2026.
  • Helen Stephens Group bought 5 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $427.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of Helen Stephens Group's portfolio in Q2 2026, its #97 holding.
  • Helen Stephens Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.