Buttonwood Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Buttonwood Financial Advisors’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	$768K	Sell	8,736 -429	-5%	-$36.6K	0.23%	67
2026 Q1	$673K	Sell	9,165 -620	-6%	-$48.7K	0.23%	70
2025 Q4	$808K	Sell	9,785 -105	-1%	-$8.63K	0.27%	58
2025 Q3	$796K	Sell	9,890 -280	-3%	-$21.5K	0.27%	59
2025 Q2	$745K	Sell	10,170 -140	-1%	-$9.23K	0.3%	54
2025 Q1	$637K	Buy	10,310 +360	+4%	+$24.3K	0.28%	58
2024 Q4	$683K	Sell	9,950 -680	-6%	-$45.8K	0.3%	58
2024 Q3	$684K	Sell	10,630 -55	-0.5%	-$3.43K	0.3%	58
2024 Q2	$671K	Sell	10,685 -460	-4%	-$26.8K	0.32%	56
2024 Q1	$639K	Buy	11,145 +55	+0.5%	+$3.04K	0.3%	60
2023 Q4	$575K	Sell	11,090 -250	-2%	-$12.1K	0.31%	63
2023 Q3	$515K	Buy	11,340 +3,515	+45%	+$166K	0.33%	66
2023 Q2	$368K	Buy	+7,825	New	+$337K	0.23%	75

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

Buttonwood Financial Advisors's MGK Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.7% in Q2 2026, selling an estimated $36.6K and leaving 8,736 shares worth $768K. The position accounts for 0.23% of the portfolio, ranked #67.

Buttonwood Financial Advisors first reported a position in MGK in Q2 2023 and has held it in 13 quarters since. The position peaked at $808K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Buttonwood Financial Advisors held 8,736 shares of Vanguard Morningstar Mega Cap Growth ETF worth $768K as of Q2 2026.
Buttonwood Financial Advisors sold 429 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $36.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.23% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #67 holding.
Buttonwood Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Buttonwood Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $808K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.