HWM
MGK icon

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

Hohimer 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 		$282K Sell
3,205
-10
-0.3% -$853 0.03% 282
2026
Q1 		$236K Hold
3,215
– – 0.03% 274
2025
Q4 		$265K Buy
3,215
+210
+7% +$17.3K 0.04% 234
2025
Q3 		$242K Buy
+3,005
New +$231K 0.03% 242

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

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

Hohimer Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.31% in Q2 2026, selling an estimated $853 and leaving 3,205 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #282.

Hohimer Wealth Management first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Hohimer Wealth Management held 3,205 shares of Vanguard Morningstar Mega Cap Growth ETF worth $282K as of Q2 2026.
  • Hohimer Wealth Management sold 10 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $853.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Hohimer Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Hohimer Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.