Montgomery Financial Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Montgomery Financial Services’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	$36K	Buy	+410	New	+$35K	0.03%	85

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Montgomery Financial Services's MGK Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 410 shares worth $36K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings.

982 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Montgomery Financial Services held 410 shares of Vanguard Morningstar Mega Cap Growth ETF worth $36K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Montgomery Financial Services position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #85 holding.
982 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.