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

ARS Wealth Advisors Group’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	$389K	Buy	4,428 +693	+19%	+$59.1K	0.03%	160
2026 Q1	$274K	Buy	3,735 +5	+0.1%	+$393	0.02%	177
2025 Q4	$308K	Sell	3,730 -170	-4%	-$14K	0.03%	147
2025 Q3	$314K	Buy	3,900 +475	+14%	+$36.5K	0.03%	141
2025 Q2	$251K	Hold	3,425	–	–	0.03%	157
2025 Q1	$211K	Buy	3,425 +5	+0.1%	+$337	0.03%	152
2024 Q4	$235K	Buy	3,420 +5	+0.1%	+$337	0.03%	145
2024 Q3	$220K	Buy	3,415 +5	+0.1%	+$312	0.03%	160
2024 Q2	$214K	Buy	+3,410	New	+$199K	0.03%	156
2022 Q4	–	Sell	-10,990	Closed	-$383K	–	146
2022 Q3	$383K	Buy	+10,990	New	+$433K	0.06%	103

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

ARS Wealth Advisors Group's MGK Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 19% in Q2 2026, buying an estimated $59.1K and bringing the position to 4,428 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #160.

ARS Wealth Advisors Group first reported a position in MGK in Q3 2022 and has held it in 10 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

ARS Wealth Advisors Group held 4,428 shares of Vanguard Morningstar Mega Cap Growth ETF worth $389K as of Q2 2026.
ARS Wealth Advisors Group bought 693 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $59.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #160 holding.
ARS Wealth Advisors Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2022 and has held it in 10 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.