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 Q3	$588K	Sell	6,344 -24	-0.4%	-$2.14K	0.13%	77
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 $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Brown Wealth Management's MGK Position: Q3 2026 in Review

Brown Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.38% in Q3 2026, selling an estimated $2.14K and leaving 6,344 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #77.

Brown Wealth Management first reported a position in MGK in Q2 2023 and has held it in 10 quarters since. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Brown Wealth Management held 6,344 shares of Vanguard Morningstar Mega Cap Growth ETF worth $588K as of Q3 2026.
Brown Wealth Management sold 24 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $2.14K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Brown Wealth Management's portfolio in Q3 2026, its #77 holding.
Brown Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 10 quarters since.
940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.