HUB Investment Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

HUB Investment Partners’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	$7.48M	Buy	85,094 +4,689	+6%	+$400K	0.13%	133
2026 Q1	$5.91M	Buy	80,405 +48,210	+150%	+$3.79M	0.14%	132
2025 Q4	$2.66M	Buy	32,195 +2,100	+7%	+$172K	0.07%	184
2025 Q3	$2.42M	Buy	30,095 +65	+0.2%	+$4.99K	0.08%	180
2025 Q2	$2.2M	Sell	30,030 -705	-2%	-$46.5K	0.07%	179
2025 Q1	$1.9M	Buy	30,735 +905	+3%	+$61.1K	0.08%	166
2024 Q4	$2.05M	Sell	29,830 -795	-3%	-$53.5K	0.09%	151
2024 Q3	$1.97M	Sell	30,625 -2,215	-7%	-$138K	0.09%	153
2024 Q2	$2.06M	Buy	32,840 +6,225	+23%	+$363K	0.08%	150
2024 Q1	$1.53M	Buy	26,615 +12,440	+88%	+$686K	0.08%	160
2023 Q4	$736K	Buy	+14,175	New	+$688K	0.05%	188

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

HUB Investment Partners's MGK Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.8% in Q2 2026, buying an estimated $400K and bringing the position to 85,094 shares worth $7.48M. The position accounts for 0.13% of the portfolio, ranked #133.

HUB Investment Partners first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

HUB Investment Partners held 85,094 shares of Vanguard Morningstar Mega Cap Growth ETF worth $7.48M as of Q2 2026.
HUB Investment Partners bought 4,689 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $400K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of HUB Investment Partners's portfolio in Q2 2026, its #133 holding.
HUB Investment Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.