JFS Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

JFS Wealth Advisors’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
2025 Q2	–	Sell	-25	Closed	-$1.55K	–	1931
2025 Q1	$1.55K	Buy	+25	New	+$1.69K	﹤0.01%	1549
2024 Q3	–	Hold	0	–	–	–	1962
2024 Q2	–	Sell	-10,570	Closed	-$617K	–	1982
2024 Q1	$606K	Buy	+10,570	New	+$583K	0.05%	146

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JFS Wealth Advisors's MGK Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 25 shares — an estimated $1.55K sold.

JFS Wealth Advisors first reported a position in MGK in Q1 2024 and held it in 2 quarters. The position peaked at $606K in Q1 2024. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

JFS Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 25 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $1.55K.
JFS Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and held it in 2 quarters.
JFS Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $606K in Q1 2024.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.