Prudent Man Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Prudent Man Investment Management’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	$494K	Sell	1,198 -4,792	-80%	-$409K	0.17%	17
2026 Q1	$494K	Hold	5,990	–	–	0.17%	17
2025 Q4	$494K	Buy	5,990 +705	+13%	+$57.9K	0.17%	17
2025 Q3	$363K	Sell	5,285 -15	-0.3%	-$1.15K	0.2%	18
2025 Q2	$364K	Hold	5,300	–	–	0.2%	18
2025 Q1	$364K	Hold	5,300	–	–	0.2%	18
2024 Q4	$364K	Buy	+5,300	New	+$357K	0.2%	18

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 22.94% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Prudent Man Investment Management's MGK Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $409K and leaving 1,198 shares worth $494K. The position accounts for 0.17% of the portfolio, ranked #17.

Prudent Man Investment Management first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Prudent Man Investment Management held 1,198 shares of Vanguard Morningstar Mega Cap Growth ETF worth $494K as of Q2 2026.
Prudent Man Investment Management sold 4,792 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $409K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.17% of Prudent Man Investment Management's portfolio in Q2 2026, its #17 holding.
Prudent Man Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.