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

Prospect 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	$250K	Buy	+2,842	New	+$243K	0.13%	98
2026 Q1	–	Sell	-2,585	Closed	-$213K	–	105
2025 Q4	$213K	Sell	2,585 -75	-3%	-$6.16K	0.12%	99
2025 Q3	$214K	Buy	+2,660	New	+$204K	0.12%	97
2025 Q1	–	Sell	-4,710	Closed	-$323K	–	117
2024 Q4	$323K	Buy	+4,710	New	+$317K	0.18%	80

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

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

Prospect Financial Services opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,842 shares worth $250K. The stake represents 0.13% of the portfolio and ranks #98 among its holdings. This is a return to the name: Prospect Financial Services previously reported a position in MGK as recently as Q4 2025.

Prospect Financial Services first reported a position in MGK in Q4 2024 and has held it in 4 quarters since. The position peaked at $323K in Q4 2024. 1,018 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Prospect Financial Services held 2,842 shares of Vanguard Morningstar Mega Cap Growth ETF worth $250K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Prospect Financial Services position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Prospect Financial Services's portfolio in Q2 2026, its #98 holding.
Prospect Financial Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
Prospect Financial Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $323K in Q4 2024.
1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.