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

Arkadios 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	$257K	Sell	2,926 -10,069	-77%	-$859K	﹤0.01%	1488
2026 Q1	$955K	Buy	12,995 +10,425	+406%	+$819K	0.02%	813
2025 Q4	$212K	Buy	+2,570	New	+$211K	﹤0.01%	1425
2021 Q3	–	Sell	-6,505	Closed	-$301K	–	1975
2021 Q2	$301K	Buy	6,505 +4,255	+189%	+$187K	0.04%	449
2021 Q1	$93K	Buy	2,250 +1,500	+200%	+$61.8K	0.02%	547
2020 Q4	$30K	Buy	+750	New	+$29K	0.01%	657

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

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

Arkadios Wealth Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 77% in Q2 2026, selling an estimated $859K and leaving 2,926 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Arkadios Wealth Advisors first reported a position in MGK in Q4 2020 and has held it in 6 quarters since. The position peaked at $955K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Arkadios Wealth Advisors held 2,926 shares of Vanguard Morningstar Mega Cap Growth ETF worth $257K as of Q2 2026.
Arkadios Wealth Advisors sold 10,069 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $859K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1488 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $955K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.