Certified Advisory Corp’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Certified Advisory Corp’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	$457K	Buy	5,202 +2	+0%	+$171	0.04%	235
2026 Q1	$382K	Hold	5,200	–	–	0.03%	241
2025 Q4	$429K	Sell	5,200 -350	-6%	-$28.8K	0.04%	223
2025 Q3	$447K	Buy	5,550 +225	+4%	+$17.3K	0.04%	218
2025 Q2	$390K	Sell	5,325 -315	-6%	-$20.8K	0.04%	228
2025 Q1	$348K	Buy	+5,640	New	+$381K	0.04%	224

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

Certified Advisory Corp's MGK Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.04% in Q2 2026, buying an estimated $171 and bringing the position to 5,202 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #235.

Certified Advisory Corp first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Certified Advisory Corp held 5,202 shares of Vanguard Morningstar Mega Cap Growth ETF worth $457K as of Q2 2026.
Certified Advisory Corp bought 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Certified Advisory Corp's portfolio in Q2 2026, its #235 holding.
Certified Advisory Corp first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.