Brown Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Brown 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	$560K	Buy	6,368 +163	+3%	+$13.9K	0.13%	78
2026 Q1	$456K	Sell	6,205 -15	-0.2%	-$1.18K	0.12%	75
2025 Q4	$513K	Buy	6,220 +1,310	+27%	+$108K	0.14%	70
2025 Q3	$395K	Buy	4,910 +1,025	+26%	+$78.7K	0.11%	76
2025 Q2	$284K	Buy	3,885 +365	+10%	+$24.1K	0.09%	83
2025 Q1	$217K	Sell	3,520 -840	-19%	-$56.7K	0.07%	89
2024 Q4	$299K	Buy	4,360 +455	+12%	+$30.6K	0.11%	66
2024 Q3	$251K	Buy	+3,905	New	+$244K	0.09%	75
2023 Q3	–	Sell	-12,135	Closed	-$571K	–	95
2023 Q2	$571K	Buy	+12,135	New	+$523K	0.3%	51

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

Brown Wealth Management's MGK Position: Q2 2026 in Review

Brown Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,368 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #78.

Brown Wealth Management first reported a position in MGK in Q2 2023 and has held it in 9 quarters since. The position peaked at $571K in Q2 2023. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Brown Wealth Management held 6,368 shares of Vanguard Morningstar Mega Cap Growth ETF worth $560K as of Q2 2026.
Brown Wealth Management bought 163 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $13.9K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Brown Wealth Management's portfolio in Q2 2026, its #78 holding.
Brown Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 9 quarters since.
Brown Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $571K in Q2 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.