Canvas Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Canvas Wealth 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	$679K	Hold	7,725	–	–	0.09%	111
2026 Q1	$568K	Buy	7,725 +910	+13%	+$71.5K	0.1%	116
2025 Q4	$563K	Hold	6,815	–	–	0.1%	110
2025 Q3	$550K	Hold	6,815	–	–	0.1%	105
2025 Q2	$520K	Sell	6,815 -445	-6%	-$29.3K	0.1%	108
2025 Q1	$424K	Buy	7,260 +40	+0.6%	+$2.7K	0.11%	108
2024 Q4	$496K	Sell	7,220 -285	-4%	-$19.2K	0.12%	97
2024 Q3	$483K	Hold	7,505	–	–	0.13%	93
2024 Q2	$449K	Hold	7,505	–	–	0.14%	86
2024 Q1	$415K	Buy	7,505 +25	+0.3%	+$1.38K	0.14%	85
2023 Q4	$391K	Hold	7,480	–	–	0.14%	82
2023 Q3	$338K	Hold	7,480	–	–	0.14%	86
2023 Q2	$357K	Sell	7,480 -230	-3%	-$9.91K	0.13%	90
2023 Q1	$319K	Sell	7,710 -510	-6%	-$19.3K	0.13%	102
2022 Q4	$296K	Buy	+8,220	New	+$294K	0.12%	110

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

Canvas Wealth Advisors's MGK Position: Q2 2026 in Review

Canvas Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 7,725 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #111.

Canvas Wealth Advisors first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Canvas Wealth Advisors held 7,725 shares of Vanguard Morningstar Mega Cap Growth ETF worth $679K as of Q2 2026.
Canvas Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Canvas Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Canvas Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.