BC
MGK icon

Brio Consultants’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Brio Consultants’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 		$319K Sell
3,633
-16,297
-82% -$1.39M 0.04% 119
2026
Q1 		$340K Buy
+19,930
New +$1.57M 0.04% 111
2025
Q4 		– Sell
-2,690
Closed -$217K – 151
2025
Q3 		$217K Buy
+2,690
New +$206K 0.03% 128

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

Brio Consultants's MGK Position: Q2 2026 in Review

Brio Consultants reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 82% in Q2 2026, selling an estimated $1.39M and leaving 3,633 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #119.

Brio Consultants first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. The position peaked at $340K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Brio Consultants held 3,633 shares of Vanguard Morningstar Mega Cap Growth ETF worth $319K as of Q2 2026.
  • Brio Consultants sold 16,297 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.39M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Brio Consultants's portfolio in Q2 2026, its #119 holding.
  • Brio Consultants first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Brio Consultants's Vanguard Morningstar Mega Cap Growth ETF position peaked at $340K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.