Matthew Goff Investment Advisor’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Matthew Goff Investment Advisor’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	–	Sell	-7,415	Closed	-$545K	–	104
2026 Q1	$545K	Buy	+7,415	New	+$582K	0.09%	84
2025 Q2	–	Sell	-7,550	Closed	-$466K	–	99
2025 Q1	$466K	Hold	7,550	–	–	0.09%	80
2024 Q4	$519K	Sell	7,550 -40	-0.5%	-$2.69K	0.1%	76
2024 Q3	$489K	Hold	7,590	–	–	0.09%	77
2024 Q2	$477K	Hold	7,590	–	–	0.1%	78
2024 Q1	$435K	Hold	7,590	–	–	0.09%	76
2023 Q4	$394K	Hold	7,590	–	–	0.09%	77
2023 Q3	$344K	Hold	7,590	–	–	0.08%	77
2023 Q2	$357K	Hold	7,590	–	–	0.08%	80
2023 Q1	$310K	Hold	7,590	–	–	0.08%	79
2022 Q4	$261K	Hold	7,590	–	–	0.07%	80
2022 Q3	$265K	Hold	7,590	–	–	0.08%	70
2022 Q2	$276K	Hold	7,590	–	–	0.07%	70
2022 Q1	$357K	Sell	7,590 -1,740	-19%	-$80.6K	0.08%	67
2021 Q4	$487K	Sell	9,330 -255	-3%	-$12.9K	0.11%	61
2021 Q3	$450K	Sell	9,585 -1,680	-15%	-$81.3K	0.11%	67
2021 Q2	$521K	Hold	11,265	–	–	0.13%	67
2021 Q1	$467K	Hold	11,265	–	–	0.13%	70
2020 Q4	$459K	Hold	11,265	–	–	0.14%	65
2020 Q3	$418K	Hold	11,265	–	–	0.13%	63
2020 Q2	$368K	Buy	+11,265	New	+$336K	0.12%	64
2018 Q4	–	Sell	-16,105	Closed	-$413K	–	56
2018 Q3	$413K	Sell	16,105 -2,245	-12%	-$56K	0.17%	56
2018 Q2	$444K	Sell	18,350 -590	-3%	-$13.8K	0.17%	56
2018 Q1	$425K	Hold	18,940	–	–	0.18%	56
2017 Q4	$422K	Hold	18,940	–	–	0.18%	56
2017 Q3	$397K	Buy	+18,940	New	+$390K	0.17%	57

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

Matthew Goff Investment Advisor's MGK Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 7,415 shares — an estimated $545K sold.

Matthew Goff Investment Advisor first reported a position in MGK in Q3 2017 and held it in 26 quarters. The position peaked at $545K in Q1 2026. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Matthew Goff Investment Advisor reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Matthew Goff Investment Advisor sold 7,415 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $545K.
Matthew Goff Investment Advisor first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2017 and held it in 26 quarters.
Matthew Goff Investment Advisor's Vanguard Morningstar Mega Cap Growth ETF position peaked at $545K in Q1 2026.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.