HM Payson & Co’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

HM Payson & Co’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	$324K	Hold	3,680	–	–	﹤0.01%	368
2026 Q1	$270K	Buy	3,680 +165	+5%	+$13K	﹤0.01%	385
2025 Q4	$290K	Buy	3,515 +285	+9%	+$23.4K	﹤0.01%	363
2025 Q3	$260K	Hold	3,230	–	–	﹤0.01%	380
2025 Q2	$237K	Hold	3,230	–	–	﹤0.01%	385
2025 Q1	$200K	Hold	3,230	–	–	﹤0.01%	412
2024 Q4	$222K	Hold	3,230	–	–	﹤0.01%	404
2024 Q3	$208K	Hold	3,230	–	–	﹤0.01%	411
2024 Q2	$203K	Hold	3,230	–	–	﹤0.01%	396
2024 Q1	$185K	Hold	3,230	–	–	﹤0.01%	422
2023 Q4	$168K	Hold	3,230	–	–	﹤0.01%	415
2023 Q3	$147K	Hold	3,230	–	–	﹤0.01%	426
2023 Q2	$152K	Hold	3,230	–	–	﹤0.01%	415
2023 Q1	$132K	Buy	+3,230	New	+$122K	﹤0.01%	431
2020 Q4	–	Sell	-240	Closed	-$9K	–	1135
2020 Q3	$9K	Buy	+240	New	+$8.65K	﹤0.01%	848

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

HM Payson & Co's MGK Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,680 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

HM Payson & Co first reported a position in MGK in Q3 2020 and has held it in 15 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

HM Payson & Co held 3,680 shares of Vanguard Morningstar Mega Cap Growth ETF worth $324K as of Q2 2026.
HM Payson & Co left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #368 holding.
HM Payson & Co first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 15 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.