Jefferies Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Jefferies Financial Group’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	$787K	Sell	8,957 -13,193	-60%	-$1.13M	0.01%	1073
2026 Q1	$1.63M	Buy	22,150 +3,230	+17%	+$254K	0.01%	715
2025 Q4	$1.56M	Sell	18,920 -1,590	-8%	-$131K	0.01%	909
2025 Q3	$1.65M	Buy	20,510 +1,270	+7%	+$97.5K	0.01%	715
2025 Q2	$1.41M	Buy	19,240 +9,375	+95%	+$618K	0.01%	624
2025 Q1	$609K	Buy	9,865 +700	+8%	+$47.2K	0.01%	990
2024 Q4	$629K	Buy	9,165 +1,415	+18%	+$95.2K	﹤0.01%	1045
2024 Q3	$499K	Buy	7,750 +830	+12%	+$51.8K	﹤0.01%	983
2024 Q2	$435K	Buy	+6,920	New	+$404K	﹤0.01%	1013

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Jefferies Financial Group's MGK Position: Q2 2026 in Review

Jefferies Financial Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 60% in Q2 2026, selling an estimated $1.13M and leaving 8,957 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #1073.

Jefferies Financial Group first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Jefferies Financial Group held 8,957 shares of Vanguard Morningstar Mega Cap Growth ETF worth $787K as of Q2 2026.
Jefferies Financial Group sold 13,193 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.13M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1073 holding.
Jefferies Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Jefferies Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.65M in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.