Hohimer Wealth Management
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
Q3 		$301K Buy
3,245
+40
+1% +$3.57K 0.03% 274
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% +$17.2K 0.04% 234
2025
Q3 		$242K Buy
+3,005
New +$231K 0.03% 242

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Hohimer Wealth Management's MGK Position: Q3 2026 in Review

Hohimer Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.2% in Q3 2026, buying an estimated $3.57K and bringing the position to 3,245 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #274.

Hohimer Wealth Management first reported a position in MGK in Q3 2025 and has held it in 5 quarters since. 736 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Hohimer Wealth Management held 3,245 shares of Vanguard Morningstar Mega Cap Growth ETF worth $301K as of Q3 2026.
  • Hohimer Wealth Management bought 40 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $3.57K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Hohimer Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Hohimer Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.