Orin Green Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Orin Green Financial’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	$262K	Hold	2,985	–	–	0.1%	70
2026 Q1	$219K	Hold	2,985	–	–	0.09%	70
2025 Q4	$246K	Hold	2,985	–	–	0.1%	69
2025 Q3	$240K	Buy	2,985 +10	+0.3%	+$767	0.1%	73
2025 Q2	$218K	Buy	+2,975	New	+$196K	0.09%	69
2024 Q4	–	Hold	0	–	–	–	72
2023 Q1	–	Sell	-6,960	Closed	-$240K	–	73
2022 Q4	$240K	Hold	6,960	–	–	0.14%	57
2022 Q3	$243K	Hold	6,960	–	–	0.16%	55
2022 Q2	$262K	Hold	6,960	–	–	0.16%	55
2022 Q1	$328K	Hold	6,960	–	–	0.21%	52
2021 Q4	$327K	Hold	6,960	–	–	0.24%	45
2021 Q3	$327K	Hold	6,960	–	–	0.23%	51
2021 Q2	$322K	Hold	6,960	–	–	0.23%	52
2021 Q1	$288K	Hold	6,960	–	–	0.23%	51
2020 Q4	$284K	Buy	+6,960	New	+$269K	0.23%	53

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

Orin Green Financial's MGK Position: Q2 2026 in Review

Orin Green Financial held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 2,985 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #70.

Orin Green Financial first reported a position in MGK in Q4 2020 and has held it in 14 quarters since. The position peaked at $328K in Q1 2022. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Orin Green Financial held 2,985 shares of Vanguard Morningstar Mega Cap Growth ETF worth $262K as of Q2 2026.
Orin Green Financial left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of Orin Green Financial's portfolio in Q2 2026, its #70 holding.
Orin Green Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
Orin Green Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $328K in Q1 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.