Stonebridge Financial Group (Pennsylvania)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$451K	Buy	5,125 +510	+11%	+$43.5K	0.03%	187
2026 Q1	$339K	Hold	4,615	–	–	0.03%	200
2025 Q4	$381K	Hold	4,615	–	–	0.03%	193
2025 Q3	$371K	Sell	4,615 -195	-4%	-$15K	0.03%	185
2025 Q2	$352K	Hold	4,810	–	–	0.03%	180
2025 Q1	$297K	Hold	4,810	–	–	0.03%	185
2024 Q4	$330K	Buy	+4,810	New	+$324K	0.04%	182

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

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

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

Stonebridge Financial Group (Pennsylvania)'s MGK Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, buying an estimated $43.5K and bringing the position to 5,125 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #187.

Stonebridge Financial Group (Pennsylvania) first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 889 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 5,125 shares of Vanguard Morningstar Mega Cap Growth ETF worth $451K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 510 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $43.5K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #187 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
889 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.