Tucker Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Tucker Asset 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	$114K	Buy	1,301 +231	+22%	+$19.7K	0.03%	207
2026 Q1	$78.6K	Buy	1,070 +275	+35%	+$21.6K	0.02%	202
2025 Q4	$65.6K	Buy	+795	New	+$65.3K	0.02%	251
2025 Q1	–	Sell	-1,095	Closed	-$75.2K	–	673
2024 Q4	$75.2K	Buy	1,095 +1,090	+21,800%	+$73.4K	0.01%	288
2024 Q3	$322	Hold	5	–	–	﹤0.01%	1349
2024 Q2	$314	Hold	5	–	–	﹤0.01%	1546
2024 Q1	$287	Hold	5	–	–	﹤0.01%	1528
2023 Q4	$260	Hold	5	–	–	﹤0.01%	1352
2023 Q3	$227	Hold	5	–	–	﹤0.01%	1297
2023 Q2	$235	Hold	5	–	–	﹤0.01%	1082
2023 Q1	$205	Sell	5 -75	-94%	-$2.84K	﹤0.01%	1101
2022 Q4	$2.76K	Hold	80	–	–	﹤0.01%	519
2022 Q3	$2.89K	Buy	80 +45	+129%	+$1.77K	﹤0.01%	518
2022 Q2	$1.27K	Buy	+35	New	+$1.41K	﹤0.01%	497

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

Tucker Asset Management's MGK Position: Q2 2026 in Review

Tucker Asset Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 22% in Q2 2026, buying an estimated $19.7K and bringing the position to 1,301 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #207.

Tucker Asset Management first reported a position in MGK in Q2 2022 and has held it in 14 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Tucker Asset Management held 1,301 shares of Vanguard Morningstar Mega Cap Growth ETF worth $114K as of Q2 2026.
Tucker Asset Management bought 231 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Tucker Asset Management's portfolio in Q2 2026, its #207 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 14 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.