Zhang Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Zhang Financial’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	$23.7M	Buy	269,582 +13,537	+5%	+$1.16M	0.69%	32
2026 Q1	$18.8M	Buy	256,045 +9,700	+4%	+$762K	0.65%	33
2025 Q4	$20.3M	Buy	246,345 +7,455	+3%	+$612K	0.76%	29
2025 Q3	$19.2M	Buy	238,890 +14,460	+6%	+$1.11M	0.78%	28
2025 Q2	$16.4M	Buy	224,430 +6,720	+3%	+$443K	0.76%	30
2025 Q1	$13.4M	Buy	217,710 +59,975	+38%	+$4.05M	0.71%	31
2024 Q4	$10.8M	Buy	157,735 +86,550	+122%	+$5.83M	0.62%	32
2024 Q3	$4.58M	Buy	71,185 +6,855	+11%	+$428K	0.29%	47
2024 Q2	$4.04M	Buy	64,330 +1,600	+3%	+$93.4K	0.28%	49
2024 Q1	$3.6M	Buy	62,730 +5,170	+9%	+$285K	0.27%	52
2023 Q4	$2.99M	Buy	57,560 +4,910	+9%	+$238K	0.26%	55
2023 Q3	$2.39M	Buy	52,650 +15,440	+41%	+$728K	0.24%	56
2023 Q2	$1.75M	Buy	+37,210	New	+$1.6M	0.18%	71

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

Zhang Financial's MGK Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.3% in Q2 2026, buying an estimated $1.16M and bringing the position to 269,582 shares worth $23.7M. The position accounts for 0.69% of the portfolio, ranked #32.

Zhang Financial first reported a position in MGK in Q2 2023 and has held it in 13 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Zhang Financial held 269,582 shares of Vanguard Morningstar Mega Cap Growth ETF worth $23.7M as of Q2 2026.
Zhang Financial bought 13,537 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.16M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.69% of Zhang Financial's portfolio in Q2 2026, its #32 holding.
Zhang Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.