Bartlett & Co Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bartlett & Co 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	$121K	Sell	1,375 -5,500	-80%	-$469K	﹤0.01%	588
2026 Q1	$116K	Buy	6,875 +5,500	+400%	+$432K	﹤0.01%	543
2025 Q4	$114K	Hold	1,375	–	–	﹤0.01%	539
2025 Q3	$111K	Sell	1,375 -340	-20%	-$26.1K	﹤0.01%	541
2025 Q2	$126K	Buy	1,715 +275	+19%	+$18.1K	﹤0.01%	506
2025 Q1	$89K	Hold	1,440	–	–	﹤0.01%	558
2024 Q4	$98.9K	Hold	1,440	–	–	﹤0.01%	541
2024 Q3	$92.7K	Hold	1,440	–	–	﹤0.01%	554
2024 Q2	$90.6K	Hold	1,440	–	–	﹤0.01%	567
2024 Q1	$82.5K	Hold	1,440	–	–	﹤0.01%	587
2023 Q4	$75K	Hold	1,440	–	–	﹤0.01%	623
2023 Q3	$65.3K	Hold	1,440	–	–	﹤0.01%	613
2023 Q2	$67.8K	Hold	1,440	–	–	﹤0.01%	612
2023 Q1	$58.9K	Sell	1,440 -370	-20%	-$14K	﹤0.01%	546
2022 Q4	$62.3K	Buy	1,810 +370	+26%	+$13.2K	﹤0.01%	549
2022 Q3	$50.3K	Hold	1,440	–	–	﹤0.01%	562
2022 Q2	$52.3K	Buy	+1,440	New	+$57.9K	﹤0.01%	563

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

Bartlett & Co Wealth Management's MGK Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $469K and leaving 1,375 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Bartlett & Co Wealth Management first reported a position in MGK in Q2 2022 and has held it in 17 quarters since. The position peaked at $126K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Bartlett & Co Wealth Management held 1,375 shares of Vanguard Morningstar Mega Cap Growth ETF worth $121K as of Q2 2026.
Bartlett & Co Wealth Management sold 5,500 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $469K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #588 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Bartlett & Co Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $126K in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.