Jaffetilchin Investment Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Jaffetilchin Investment Partners’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	$1.53M	Sell	20,845 -2,720	-12%	-$214K	0.09%	143
2025 Q4	$1.95M	Sell	23,565 -3,395	-13%	-$279K	0.11%	123
2025 Q3	$2.17M	Buy	26,960 +1,315	+5%	+$101K	0.13%	112
2025 Q2	$1.88M	Buy	25,645 +335	+1%	+$22.1K	0.12%	117
2025 Q1	$1.56M	Buy	25,310 +75	+0.3%	+$5.06K	0.11%	132
2024 Q4	$1.73M	Sell	25,235 -15	-0.1%	-$1.01K	0.13%	113
2024 Q3	$1.63M	Buy	25,250 +495	+2%	+$30.9K	0.12%	106
2024 Q2	$1.56M	Buy	24,755 +920	+4%	+$53.7K	0.13%	96
2024 Q1	$1.37M	Buy	23,835 +4,230	+22%	+$233K	0.12%	106
2023 Q4	$1.02M	Buy	19,605 +1,295	+7%	+$62.8K	0.1%	132
2023 Q3	$831K	Buy	+18,310	New	+$864K	0.09%	137

Other funds holding MGK

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jaffetilchin Investment Partners's MGK Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 12% in Q1 2026, selling an estimated $214K and leaving 20,845 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #143.

Jaffetilchin Investment Partners first reported a position in MGK in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q3 2025. 956 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Jaffetilchin Investment Partners held 20,845 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.53M as of Q1 2026.
Jaffetilchin Investment Partners sold 2,720 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $214K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #143 holding.
Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Jaffetilchin Investment Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.17M in Q3 2025.
956 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.