Jackson Grant Investment Advisers’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Jackson Grant Investment Advisers’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	$153K	Sell	1,735 -335	-16%	-$28.6K	0.05%	141
2026 Q1	$152K	Sell	2,070 -800	-28%	-$62.8K	0.05%	139
2025 Q4	$237K	Sell	2,870 -360	-11%	-$29.6K	0.08%	102
2025 Q3	$260K	Hold	3,230	–	–	0.09%	98
2025 Q2	$237K	Hold	3,230	–	–	0.09%	94
2025 Q1	$200K	Hold	3,230	–	–	0.08%	105
2024 Q4	$222K	Buy	3,230 +390	+14%	+$26.2K	0.09%	93
2024 Q3	$183K	Buy	+2,840	New	+$177K	0.07%	108

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

Jackson Grant Investment Advisers's MGK Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 16% in Q2 2026, selling an estimated $28.6K and leaving 1,735 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #141.

Jackson Grant Investment Advisers first reported a position in MGK in Q3 2024 and has held it in 8 quarters since. The position peaked at $260K in Q3 2025. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Jackson Grant Investment Advisers held 1,735 shares of Vanguard Morningstar Mega Cap Growth ETF worth $153K as of Q2 2026.
Jackson Grant Investment Advisers sold 335 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $28.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #141 holding.
Jackson Grant Investment Advisers first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Jackson Grant Investment Advisers's Vanguard Morningstar Mega Cap Growth ETF position peaked at $260K in Q3 2025.
502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.