SHJ
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Sharkey, Howes & Javer’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sharkey, Howes & Javer’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 		$4.17M Sell
47,449
-2,166
-4% -$185K 0.5% 33
2026
Q1 		$3.65M Sell
49,615
-3,720
-7% -$292K 0.49% 35
2025
Q4 		$4.4M Sell
53,335
-285
-0.5% -$23.4K 0.56% 32
2025
Q3 		$4.32M Buy
53,620
+10
+0% +$767 0.55% 35
2025
Q2 		$3.93M Sell
53,610
-2,455
-4% -$162K 0.53% 37
2025
Q1 		$3.46M Sell
56,065
-30,070
-35% -$2.03M 0.5% 42
2024
Q4 		$5.92M Sell
86,135
-1,850
-2% -$125K 0.83% 25
2024
Q3 		$5.67M Sell
87,985
-2,615
-3% -$163K 0.81% 25
2024
Q2 		$5.69M Sell
90,600
-155
-0.2% -$9.04K 0.92% 22
2024
Q1 		$5.2M Sell
90,755
-480
-0.5% -$26.5K 0.85% 22
2023
Q4 		$4.74M Buy
91,235
+1,255
+1% +$60.9K 0.84% 23
2023
Q3 		$4.08M Sell
89,980
-10,620
-11% -$501K 0.78% 29
2023
Q2 		$4.73M Sell
100,600
-8,875
-8% -$382K 0.9% 22
2023
Q1 		$4.48M Sell
109,475
-7,415
-6% -$281K 0.96% 23
2022
Q4 		$4.02M Sell
116,890
-122,770
-51% -$4.4M 0.92% 25
2022
Q3 		$8.35M Sell
239,660
-37,405
-14% -$1.47M 1.82% 13
2022
Q2 		$10.1M Sell
277,065
-49,110
-15% -$1.98M 2.44% 10
2022
Q1 		$15.4M Buy
326,175
+40,050
+14% +$1.86M 3.52% 7
2021
Q4 		$14.9M Buy
286,125
+1,490
+0.5% +$75.5K 3.37% 7
2021
Q3 		$13.4M Sell
284,635
-26,505
-9% -$1.28M 3.46% 8
2021
Q2 		$14.4M Sell
311,140
-14,365
-4% -$632K 3.82% 8
2021
Q1 		$13.5M Sell
325,505
-357,490
-52% -$14.7M 4.21% 7
2020
Q4 		$27.8M Buy
682,995
+64,955
+11% +$2.51M 9.29% 3
2020
Q3 		$22.9M Buy
618,040
+65,545
+12% +$2.36M 8.71% 3
2020
Q2 		$18.1M Buy
+552,495
New +$16.5M 7.98% 3

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Sharkey, Howes & Javer's MGK Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.4% in Q2 2026, selling an estimated $185K and leaving 47,449 shares worth $4.17M. The position accounts for 0.5% of the portfolio, ranked #33.

Sharkey, Howes & Javer first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. The position peaked at $27.8M in Q4 2020. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Sharkey, Howes & Javer held 47,449 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.17M as of Q2 2026.
  • Sharkey, Howes & Javer sold 2,166 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $185K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.5% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #33 holding.
  • Sharkey, Howes & Javer first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Sharkey, Howes & Javer's Vanguard Morningstar Mega Cap Growth ETF position peaked at $27.8M in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.