JWM
MGK icon

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

Jackson 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
Q1 		$4.88M Buy
66,450
+1,085
+2% +$85.2K 0.5% 45
2025
Q4 		$5.4M Buy
65,365
+460
+0.7% +$37.8K 0.53% 44
2025
Q3 		$5.22M Buy
64,905
+430
+0.7% +$33K 0.52% 45
2025
Q2 		$4.72M Buy
+64,475
New +$4.25M 0.51% 48
2025
Q1 		– Sell
-84,110
Closed -$5.78M – 170
2024
Q4 		$5.78M Sell
84,110
-475
-0.6% -$32K 0.66% 42
2024
Q3 		$5.45M Buy
84,585
+33,245
+65% +$2.07M 0.65% 43
2024
Q2 		$3.23M Sell
51,340
-36,100
-41% -$2.11M 0.69% 41
2024
Q1 		$5.01M Sell
87,440
-1,370
-2% -$75.6K 0.63% 42
2023
Q4 		$4.61M Sell
88,810
-91,785
-51% -$4.45M 0.61% 39
2023
Q3 		$8.2M Buy
180,595
+90,855
+101% +$4.29M 1.17% 16
2023
Q2 		$4.22M Buy
+89,740
New +$3.87M 0.62% 36
2021
Q1 		– Sell
-188,275
Closed -$7.67M – 134
2020
Q4 		$7.67M Sell
188,275
-5,335
-3% -$207K 1.05% 22
2020
Q3 		$7.18M Sell
193,610
-14,155
-7% -$510K 1.08% 19
2020
Q2 		$6.79M Buy
207,765
+2,035
+1% +$60.7K 1.21% 17
2020
Q1 		$6.2M Sell
205,730
-133,110
-39% -$3.85M 1.3% 16
2019
Q4 		$10.4M Buy
338,840
+5,680
+2% +$157K 1.72% 11
2019
Q3 		$8.78M Buy
+333,160
New +$8.81M 1.84% 9
2018
Q4 		– Sell
-213,960
Closed -$5.49M – 91
2018
Q3 		$5.49M Buy
213,960
+21,570
+11% +$538K 1.15% 24
2018
Q2 		$4.83M Sell
192,390
-8,410
-4% -$196K 1.12% 28
2018
Q1 		$4.5M Sell
200,800
-30,735
-13% -$714K 1.26% 24
2017
Q4 		$5.36M Sell
231,535
-33,430
-13% -$728K 1.36% 24
2017
Q3 		$5.63M Buy
264,965
+23,520
+10% +$484K 1.52% 16
2017
Q2 		$4.97M Buy
241,445
+101,875
+73% +$2.02M 1.57% 14
2017
Q1 		$2.67M Buy
+139,570
New +$2.59M 0.96% 22
2016
Q2 		– Sell
-494,785
Closed -$8.2M – 70
2016
Q1 		$8.2M Sell
494,785
-179,380
-27% -$2.82M 3.16% 4
2015
Q4 		$10.7M Buy
674,165
+438,085
+186% +$7.35M 4.21% 4
2015
Q3 		$3.67M Buy
+236,080
New +$3.9M 1.32% 18
2015
Q2 		– Sell
-43,995
Closed -$733K – 115
2015
Q1 		$733K Buy
43,995
+2,445
+6% +$40.5K 0.24% 83
2014
Q4 		$675K Buy
+41,550
New +$661K 0.22% 82

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Wealth Management's MGK Position: Q1 2026 in Review

Jackson Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.7% in Q1 2026, buying an estimated $85.2K and bringing the position to 66,450 shares worth $4.88M. The position accounts for 0.5% of the portfolio, ranked #45.

Jackson Wealth Management first reported a position in MGK in Q4 2014 and has held it in 29 quarters since. The position peaked at $10.7M in Q4 2015. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Jackson Wealth Management held 66,450 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.88M as of Q1 2026.
  • Jackson Wealth Management bought 1,085 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $85.2K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.5% of Jackson Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Jackson Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2014 and has held it in 29 quarters since.
  • Jackson Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $10.7M in Q4 2015.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.