Koshinski Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Koshinski Asset Management’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	$344K	Sell	3,912 -9,578	-71%	-$817K	0.02%	566
2026 Q1	$991K	Hold	13,490	–	–	0.06%	284
2025 Q4	$1.11M	Hold	13,490	–	–	0.07%	250
2025 Q3	$1.09M	Hold	13,490	–	–	0.07%	257
2025 Q2	$988K	Hold	13,490	–	–	0.07%	271
2025 Q1	$833K	Buy	13,490 +195	+1%	+$13.2K	0.07%	286
2024 Q4	$913K	Sell	13,295 -355	-3%	-$23.9K	0.08%	258
2024 Q3	$879K	Hold	13,650	–	–	0.08%	266
2024 Q2	$893K	Buy	13,650 +865	+7%	+$50.5K	0.08%	237
2024 Q1	$733K	Sell	12,785 -10,365	-45%	-$572K	0.08%	257
2023 Q4	$1.2M	Buy	23,150 +10,900	+89%	+$529K	0.18%	151
2023 Q3	$556K	Sell	12,250 -235	-2%	-$11.1K	0.06%	292
2023 Q2	$588K	Sell	12,485 -17,195	-58%	-$741K	0.06%	308
2023 Q1	$1.21M	Sell	29,680 -9,575	-24%	-$363K	0.12%	177
2022 Q4	$1.35M	Sell	39,255 -3,270	-8%	-$117K	0.13%	174
2022 Q3	$1.48M	Sell	42,525 -1,805	-4%	-$71.1K	0.18%	141
2022 Q2	$1.61M	Buy	44,330 +9,245	+26%	+$372K	0.16%	151
2022 Q1	$1.65M	Buy	35,085 +2,330	+7%	+$108K	0.14%	164
2021 Q4	$1.71M	Buy	32,755 +2,245	+7%	+$114K	0.14%	160
2021 Q3	$1.43M	Buy	30,510 +12,045	+65%	+$583K	0.12%	189
2021 Q2	$854K	Sell	18,465 -6,545	-26%	-$288K	0.11%	212
2021 Q1	$1.04M	Buy	25,010 +3,605	+17%	+$149K	0.11%	219
2020 Q4	$872K	Buy	21,405 +7,280	+52%	+$282K	0.11%	214
2020 Q3	$554K	Buy	14,125 +2,505	+22%	+$90.3K	0.07%	270
2020 Q2	$380K	Buy	11,620 +400	+4%	+$11.9K	0.06%	334
2020 Q1	$285K	Hold	11,220	–	–	0.06%	350
2019 Q4	$326K	Buy	11,220 +1,390	+14%	+$38.4K	0.06%	393
2019 Q3	$261K	Buy	9,830 +1,010	+11%	+$26.7K	0.18%	126
2019 Q2	$228K	Sell	8,820 -1,840	-17%	-$46.8K	0.09%	240
2019 Q1	$265K	Sell	10,660 -1,710	-14%	-$40.2K	0.07%	314
2018 Q4	$265K	Buy	+12,370	New	+$286K	0.07%	327

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

Koshinski Asset Management's MGK Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 71% in Q2 2026, selling an estimated $817K and leaving 3,912 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #566.

Koshinski Asset Management first reported a position in MGK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.71M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Koshinski Asset Management held 3,912 shares of Vanguard Morningstar Mega Cap Growth ETF worth $344K as of Q2 2026.
Koshinski Asset Management sold 9,578 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $817K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #566 holding.
Koshinski Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Koshinski Asset Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.71M in Q4 2021.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.