JG
MGK icon

Joel Greenblatt’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Joel Greenblatt’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 		$672K Buy
7,640
+70
+0.9% +$5.97K ﹤0.01% 1440
2026
Q1 		$556K Buy
7,570
+725
+11% +$56.9K ﹤0.01% 1465
2025
Q4 		$565K Buy
6,845
+2,165
+46% +$178K ﹤0.01% 1404
2025
Q3 		$377K Hold
4,680
– – ﹤0.01% 1456
2025
Q2 		$343K Hold
4,680
– – ﹤0.01% 1420
2025
Q1 		$289K Buy
+4,680
New +$316K ﹤0.01% 1377

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Joel Greenblatt's MGK Position: Q2 2026 in Review

Joel Greenblatt increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.92% in Q2 2026, buying an estimated $5.97K and bringing the position to 7,640 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Joel Greenblatt first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Joel Greenblatt held 7,640 shares of Vanguard Morningstar Mega Cap Growth ETF worth $672K as of Q2 2026.
  • Joel Greenblatt bought 70 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.97K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1440 holding.
  • Joel Greenblatt first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.