J. M. Brown & Associates’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

J. M. Brown & Associates’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	$1.22M	Buy	+13,933	New	+$1.19M	0.7%	34

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. M. Brown & Associates's MGK Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 13,933 shares worth $1.22M. The stake represents 0.7% of the portfolio and ranks #34 among its holdings.

982 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

J. M. Brown & Associates held 13,933 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.22M as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new J. M. Brown & Associates position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.7% of J. M. Brown & Associates's portfolio in Q2 2026, its #34 holding.
982 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.