JB Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

JB Capital’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 Q3	$383K	Sell	4,137 -1,328	-24%	-$118K	0.01%	190
2026 Q2	$480K	Sell	5,465 -170	-3%	-$14.5K	0.02%	186
2026 Q1	$414K	Buy	5,635 +2,565	+84%	+$201K	0.02%	187
2025 Q4	$253K	Buy	3,070 +355	+13%	+$29.2K	0.01%	227
2025 Q3	$219K	Buy	+2,715	New	+$208K	0.01%	243

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

JB Capital's MGK Position: Q3 2026 in Review

JB Capital reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 24% in Q3 2026, selling an estimated $118K and leaving 4,137 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #190.

JB Capital first reported a position in MGK in Q3 2025 and has held it in 5 quarters since. The position peaked at $480K in Q2 2026. 344 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

JB Capital held 4,137 shares of Vanguard Morningstar Mega Cap Growth ETF worth $383K as of Q3 2026.
JB Capital sold 1,328 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $118K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of JB Capital's portfolio in Q3 2026, its #190 holding.
JB Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
JB Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $480K in Q2 2026.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.