180 Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

180 Wealth Advisors’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	$330K	Sell	3,755 -400	-10%	-$34.1K	0.03%	370
2026 Q1	$305K	Hold	4,155	–	–	0.03%	357
2025 Q4	$343K	Sell	4,155 -265	-6%	-$21.8K	0.04%	331
2025 Q3	$356K	Hold	4,420	–	–	0.04%	330
2025 Q2	$324K	Hold	4,420	–	–	0.05%	320
2025 Q1	$273K	Hold	4,420	–	–	0.04%	335
2024 Q4	$304K	Hold	4,420	–	–	0.05%	322
2024 Q3	$285K	Hold	4,420	–	–	0.04%	343
2024 Q2	$285K	Hold	4,420	–	–	0.05%	332
2024 Q1	$253K	Hold	4,420	–	–	0.05%	329
2023 Q4	$225K	Hold	4,420	–	–	0.05%	327
2023 Q3	$201K	Hold	4,420	–	–	0.05%	337
2023 Q2	$208K	Buy	+4,420	New	+$190K	0.05%	325
2022 Q2	–	Sell	-4,520	Closed	-$203K	–	389
2022 Q1	$203K	Buy	+4,520	New	+$209K	0.04%	347

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

180 Wealth Advisors's MGK Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 9.6% in Q2 2026, selling an estimated $34.1K and leaving 3,755 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #370.

180 Wealth Advisors first reported a position in MGK in Q1 2022 and has held it in 14 quarters since. The position peaked at $356K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

180 Wealth Advisors held 3,755 shares of Vanguard Morningstar Mega Cap Growth ETF worth $330K as of Q2 2026.
180 Wealth Advisors sold 400 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $34.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #370 holding.
180 Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
180 Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $356K in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.