Hershey Financial Advisers’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Hershey Financial Advisers’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	$1.51M	Buy	+17,132	New	+$1.46M	1.08%	37
2025 Q4	–	Sell	-23,420	Closed	-$1.88M	–	95
2025 Q3	$1.88M	Sell	23,420 -350	-1%	-$26.9K	1.62%	18
2025 Q2	$1.74M	Buy	+23,770	New	+$1.57M	1.56%	19
2024 Q4	$1.83M	Buy	+26,700	New	+$1.8M	1.62%	17
2024 Q2	$1.57M	Buy	+24,960	New	+$1.46M	1.41%	19

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

Hershey Financial Advisers's MGK Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 17,132 shares worth $1.51M. The stake represents 1.08% of the portfolio and ranks #37 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in MGK as recently as Q3 2025.

Hershey Financial Advisers first reported a position in MGK in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.88M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Hershey Financial Advisers held 17,132 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.51M as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Hershey Financial Advisers position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 1.08% of Hershey Financial Advisers's portfolio in Q2 2026, its #37 holding.
Hershey Financial Advisers first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
Hershey Financial Advisers's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.88M in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.