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Daffy Charitable Fund’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Daffy Charitable Fund’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
Q3 		$580K Sell
6,256
-302
-5% -$26.9K 0.06% 64
2026
Q2 		$577K Buy
+6,558
New +$560K 0.04% 56

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Daffy Charitable Fund's MGK Position: Q3 2026 in Review

Daffy Charitable Fund reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.6% in Q3 2026, selling an estimated $26.9K and leaving 6,256 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #64.

Daffy Charitable Fund first reported a position in MGK in Q2 2026 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Daffy Charitable Fund held 6,256 shares of Vanguard Morningstar Mega Cap Growth ETF worth $580K as of Q3 2026.
  • Daffy Charitable Fund sold 302 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $26.9K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Daffy Charitable Fund's portfolio in Q3 2026, its #64 holding.
  • Daffy Charitable Fund first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Daffy Charitable Fund's 13F filing for Q3 2026, filed 10 Nov 2026.