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

Hubbell Strickland 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	$505K	Buy	5,740 +5	+0.1%	+$427	0.18%	50
2026 Q1	$421K	Buy	5,735 +150	+3%	+$11.8K	0.17%	53
2025 Q4	$461K	Sell	5,585 -355	-6%	-$29.2K	0.19%	49
2025 Q3	$478K	Buy	5,940 +5	+0.1%	+$384	0.2%	47
2025 Q2	$435K	Hold	5,935	–	–	0.19%	49
2025 Q1	$367K	Buy	5,935 +10	+0.2%	+$675	0.17%	47
2024 Q4	$407K	Buy	5,925 +5	+0.1%	+$337	0.19%	44
2024 Q3	$381K	Buy	5,920 +15	+0.3%	+$936	0.18%	49
2024 Q2	$371K	Hold	5,905	–	–	0.19%	47
2024 Q1	$339K	Buy	5,905 +5	+0.1%	+$276	0.17%	53
2023 Q4	$306K	Buy	5,900 +210	+4%	+$10.2K	0.17%	53
2023 Q3	$258K	Buy	5,690 +1,055	+23%	+$49.8K	0.15%	55
2023 Q2	$218K	Buy	+4,635	New	+$200K	0.13%	66
2022 Q2	–	Sell	-4,595	Closed	-$216K	–	62
2022 Q1	$216K	Hold	4,595	–	–	0.13%	61
2021 Q4	$240K	Buy	4,595 +10	+0.2%	+$506	0.13%	59
2021 Q3	$215K	Hold	4,585	–	–	0.13%	64
2021 Q2	$212K	Buy	+4,585	New	+$202K	0.13%	65

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Hubbell Strickland Wealth Management's MGK Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.09% in Q2 2026, buying an estimated $427 and bringing the position to 5,740 shares worth $505K. The position accounts for 0.18% of the portfolio, ranked #50.

Hubbell Strickland Wealth Management first reported a position in MGK in Q2 2021 and has held it in 17 quarters since. 477 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Hubbell Strickland Wealth Management held 5,740 shares of Vanguard Morningstar Mega Cap Growth ETF worth $505K as of Q2 2026.
Hubbell Strickland Wealth Management bought 5 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $427.
Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #50 holding.
Hubbell Strickland Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.