Ogorek Anthony Joseph’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ogorek Anthony Joseph’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	$13K	Buy	149 +4	+3%	+$341	﹤0.01%	364
2026 Q1	$11K	Sell	145 -65	-31%	-$5.11K	﹤0.01%	376
2025 Q4	$17K	Hold	210	–	–	﹤0.01%	307
2025 Q3	$17K	Hold	210	–	–	﹤0.01%	317
2025 Q2	$15K	Hold	210	–	–	﹤0.01%	321
2025 Q1	$13K	Hold	210	–	–	﹤0.01%	329
2024 Q4	$14K	Hold	210	–	–	﹤0.01%	202
2024 Q3	$13K	Hold	210	–	–	﹤0.01%	197
2024 Q2	$13K	Hold	210	–	–	﹤0.01%	190
2024 Q1	$12K	Hold	210	–	–	﹤0.01%	198
2023 Q4	$11K	Hold	210	–	–	﹤0.01%	203
2023 Q3	$9K	Hold	210	–	–	﹤0.01%	208
2023 Q2	$9K	Hold	210	–	–	﹤0.01%	197
2023 Q1	$8K	Hold	210	–	–	﹤0.01%	201
2022 Q4	$7K	Hold	210	–	–	﹤0.01%	177
2022 Q3	$7K	Hold	210	–	–	﹤0.01%	168
2022 Q2	$7K	Hold	210	–	–	﹤0.01%	174
2022 Q1	$9K	Hold	210	–	–	﹤0.01%	183
2021 Q4	$10K	Hold	210	–	–	﹤0.01%	177
2021 Q3	$9K	Buy	+210	New	+$10.2K	﹤0.01%	181

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

Ogorek Anthony Joseph's MGK Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.8% in Q2 2026, buying an estimated $341 and bringing the position to 149 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Ogorek Anthony Joseph first reported a position in MGK in Q3 2021 and has held it in 20 quarters since. The position peaked at $17K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Ogorek Anthony Joseph held 149 shares of Vanguard Morningstar Mega Cap Growth ETF worth $13K as of Q2 2026.
Ogorek Anthony Joseph bought 4 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $341.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #364 holding.
Ogorek Anthony Joseph first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
Ogorek Anthony Joseph's Vanguard Morningstar Mega Cap Growth ETF position peaked at $17K in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.