AWM
MGK icon

Accurate Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Accurate Wealth 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 		$4.91M Buy
55,088
+6,193
+13% +$529K 0.47% 41
2026
Q1 		$3.79M Buy
48,895
+1,445
+3% +$114K 0.46% 39
2025
Q4 		$3.93M Buy
47,450
+4,250
+10% +$349K 0.5% 39
2025
Q3 		$3.45M Buy
43,200
+18,215
+73% +$1.4M 0.46% 42
2025
Q2 		$1.85M Buy
24,985
+6,570
+36% +$433K 0.28% 89
2025
Q1 		$1.1M Buy
18,415
+7,715
+72% +$521K 0.21% 111
2024
Q4 		$728K Buy
10,700
+975
+10% +$65.6K 0.14% 158
2024
Q3 		$632K Sell
9,725
-515
-5% -$32.1K 0.13% 161
2024
Q2 		$666K Buy
10,240
+180
+2% +$10.5K 0.16% 136
2024
Q1 		$539K Buy
10,060
+1,465
+17% +$80.8K 0.16% 141
2023
Q4 		$449K Sell
8,595
-55
-0.6% -$2.67K 0.14% 151
2023
Q3 		$406K Buy
8,650
+475
+6% +$22.4K 0.13% 154
2023
Q2 		$393K Sell
8,175
-250
-3% -$10.8K 0.12% 168
2023
Q1 		$342K Sell
8,425
-1,115
-12% -$42.3K 0.12% 176
2022
Q4 		$335K Buy
+9,540
New +$342K 0.12% 150
2022
Q3 		– Sell
-11,965
Closed -$437K – 203
2022
Q2 		$437K Buy
11,965
+540
+5% +$21.7K 0.24% 86
2022
Q1 		$538K Buy
11,425
+1,685
+17% +$78.1K 0.24% 84
2021
Q4 		$508K Buy
9,740
+295
+3% +$14.9K 0.42% 64
2021
Q3 		$444K Buy
9,445
+455
+5% +$22K 0.39% 75
2021
Q2 		$416K Buy
+8,990
New +$396K 0.37% 72

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Accurate Wealth Management's MGK Position: Q2 2026 in Review

Accurate Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 13% in Q2 2026, buying an estimated $529K and bringing the position to 55,088 shares worth $4.91M. The position accounts for 0.47% of the portfolio, ranked #41.

Accurate Wealth Management first reported a position in MGK in Q2 2021 and has held it in 20 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Accurate Wealth Management held 55,088 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.91M as of Q2 2026.
  • Accurate Wealth Management bought 6,193 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $529K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.47% of Accurate Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Accurate Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.