Pacific Center for Financial Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Pacific Center for 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	$14.8M	Sell	168,086 -2,049	-1%	-$175K	3.3%	9
2026 Q1	$12.5M	Sell	170,135 -3,990	-2%	-$313K	3.17%	9
2025 Q4	$14M	Hold	174,125	–	–	3.57%	9
2025 Q3	$14M	Sell	174,125 -125	-0.1%	-$9.59K	3.57%	9
2025 Q2	$12.8M	Sell	174,250 -650	-0.4%	-$42.8K	3.46%	9
2025 Q1	$10.8M	Sell	174,900 -5,530	-3%	-$373K	2.87%	10
2024 Q4	$12.4M	Sell	180,430 -2,105	-1%	-$142K	3.19%	10
2024 Q3	$11.8M	Sell	182,535 -150	-0.1%	-$9.36K	3.1%	11
2024 Q2	$11.5M	Sell	182,685 -2,135	-1%	-$125K	3.22%	10
2024 Q1	$10.6M	Buy	184,820 +10,445	+6%	+$576K	3.02%	11
2023 Q4	$9.05M	Sell	174,375 -10,710	-6%	-$520K	2.85%	11
2023 Q3	$8.4M	Buy	185,085 +625	+0.3%	+$29.5K	2.85%	11
2023 Q2	$8.68M	Buy	184,460 +1,695	+0.9%	+$73K	2.85%	12
2023 Q1	$7.48M	Buy	+182,765	New	+$6.93M	2.58%	12
2022 Q3	$18.8M	Sell	538,035 -1,430	-0.3%	-$56.3K	7.34%	5
2022 Q2	$19.6M	Sell	539,465 -7,840	-1%	-$315K	8.08%	4
2022 Q1	$25.8M	Sell	547,305 -1,545	-0.3%	-$71.6K	9.21%	4
2021 Q4	$28.6M	Buy	548,850 +840	+0.2%	+$42.5K	11.53%	4
2021 Q3	$25.7M	Sell	548,010 -20,275	-4%	-$981K	11.23%	4
2021 Q2	$26.3M	Buy	568,285 +19,540	+4%	+$860K	11.47%	4
2021 Q1	$22.7M	Sell	548,745 -185,450	-25%	-$7.64M	10.87%	4
2020 Q4	$29.9M	Buy	734,195 +23,045	+3%	+$892K	11.08%	4
2020 Q3	$26.4M	Buy	711,150 +316,835	+80%	+$11.4M	10.92%	4
2020 Q2	$12.9M	Buy	394,315 +387,535	+5,716%	+$11.6M	6.35%	5
2020 Q1	$172K	Buy	+6,780	New	+$196K	0.11%	50

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Pacific Center for Financial Services's MGK Position: Q2 2026 in Review

Pacific Center for Financial Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.2% in Q2 2026, selling an estimated $175K and leaving 168,086 shares worth $14.8M. The position accounts for 3.3% of the portfolio, ranked #9.

Pacific Center for Financial Services first reported a position in MGK in Q1 2020 and has held it in 25 quarters since. The position peaked at $29.9M in Q4 2020. 695 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Pacific Center for Financial Services held 168,086 shares of Vanguard Morningstar Mega Cap Growth ETF worth $14.8M as of Q2 2026.
Pacific Center for Financial Services sold 2,049 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $175K.
Vanguard Morningstar Mega Cap Growth ETF made up 3.3% of Pacific Center for Financial Services's portfolio in Q2 2026, its #9 holding.
Pacific Center for Financial Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
Pacific Center for Financial Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $29.9M in Q4 2020.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.