Jackson Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $212K | Sell |
2,410
-64,040
| -96% | -$5.47M | 0.12% | 81 |
|
|
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
CCWM
VIA
MFG
Jackson Wealth Management's MGK Position: Q2 2026 in Review
Jackson Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 96% in Q2 2026, selling an estimated $5.47M and leaving 2,410 shares worth $212K. The position accounts for 0.12% of the portfolio, ranked #81.
Jackson Wealth Management first reported a position in MGK in Q4 2014 and has held it in 30 quarters since. The position peaked at $10.7M in Q4 2015. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.
- Jackson Wealth Management held 2,410 shares of Vanguard Morningstar Mega Cap Growth ETF worth $212K as of Q2 2026.
- Jackson Wealth Management sold 64,040 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.47M.
- Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Jackson Wealth Management's portfolio in Q2 2026, its #81 holding.
- Jackson Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2014 and has held it in 30 quarters since.
- Jackson Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $10.7M in Q4 2015.
- 1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.
Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.