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

Allworth 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 		$2.96M Buy
33,638
+1,723
+5% +$147K 0.01% 451
2026
Q1 		$2.35M Buy
31,915
+585
+2% +$46K 0.01% 497
2025
Q4 		$2.59M Buy
31,330
+2,705
+9% +$222K 0.01% 477
2025
Q3 		$2.3M Buy
28,625
+8,515
+42% +$654K 0.01% 473
2025
Q2 		$1.47M Buy
20,110
+2,160
+12% +$142K 0.01% 548
2025
Q1 		$1.11M Sell
17,950
-80
-0.4% -$5.4K 0.01% 503
2024
Q4 		$1.28M Buy
18,030
+6,635
+58% +$447K 0.01% 484
2024
Q3 		$734K Sell
11,395
-890
-7% -$55.5K ﹤0.01% 496
2024
Q2 		$764K Buy
12,285
+300
+3% +$17.5K ﹤0.01% 476
2024
Q1 		$687K Sell
11,985
-10
-0.1% -$552 ﹤0.01% 481
2023
Q4 		$623K Hold
11,995
– – ﹤0.01% 475
2023
Q3 		$544K Sell
11,995
-6,805
-36% -$321K ﹤0.01% 467
2023
Q2 		$885K Buy
18,800
+945
+5% +$40.7K 0.01% 402
2023
Q1 		$730K Sell
17,855
-5,260
-23% -$199K 0.01% 395
2022
Q4 		$796K Sell
23,115
-6,670
-22% -$239K 0.01% 376
2022
Q3 		$1.04M Buy
29,785
+29,325
+6,375% +$1.15M 0.01% 320
2022
Q2 		$17K Buy
460
+205
+80% +$8.25K ﹤0.01% 1307
2022
Q1 		$12K Buy
+255
New +$11.8K ﹤0.01% 1435
2021
Q4 		– Sell
-390
Closed -$18K – 2053
2021
Q3 		$18K Sell
390
-16,280
-98% -$788K ﹤0.01% 1075
2021
Q2 		$771K Buy
16,670
+665
+4% +$29.3K 0.01% 211
2021
Q1 		$663K Sell
16,005
-355
-2% -$14.6K 0.01% 208
2020
Q4 		$667K Buy
16,360
+5
+0% +$194 0.02% 147
2020
Q3 		$607K Hold
16,355
– – 0.02% 131
2020
Q2 		$535K Buy
+16,355
New +$488K 0.02% 138
2019
Q4 		– Sell
-850
Closed -$23K – 1086
2019
Q3 		$23K Hold
850
– – ﹤0.01% 439
2019
Q2 		$22K Hold
850
– – ﹤0.01% 444
2019
Q1 		$21K Hold
850
– – ﹤0.01% 448
2018
Q4 		$18K Hold
850
– – ﹤0.01% 426
2018
Q3 		$22K Hold
850
– – ﹤0.01% 413
2018
Q2 		$20K Buy
+850
New +$19.8K ﹤0.01% 411

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

Allworth Financial's MGK Position: Q2 2026 in Review

Allworth Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.4% in Q2 2026, buying an estimated $147K and bringing the position to 33,638 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #451.

Allworth Financial first reported a position in MGK in Q2 2018 and has held it in 30 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Allworth Financial held 33,638 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.96M as of Q2 2026.
  • Allworth Financial bought 1,723 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #451 holding.
  • Allworth Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2018 and has held it in 30 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.