Clarion Wealth Managment Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Clarion Wealth Managment Partners’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	$381K	Buy	4,338 +3	+0.1%	+$256	0.31%	64
2026 Q1	$319K	Sell	4,335 -125	-3%	-$9.82K	0.29%	66
2025 Q4	$368K	Sell	4,460 -5	-0.1%	-$411	0.34%	59
2025 Q3	$360K	Hold	4,465	–	–	0.35%	60
2025 Q2	$327K	Buy	+4,465	New	+$294K	0.36%	61

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

Clarion Wealth Managment Partners's MGK Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.07% in Q2 2026, buying an estimated $256 and bringing the position to 4,338 shares worth $381K. The position accounts for 0.31% of the portfolio, ranked #64.

Clarion Wealth Managment Partners first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Clarion Wealth Managment Partners held 4,338 shares of Vanguard Morningstar Mega Cap Growth ETF worth $381K as of Q2 2026.
Clarion Wealth Managment Partners bought 3 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $256.
Vanguard Morningstar Mega Cap Growth ETF made up 0.31% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #64 holding.
Clarion Wealth Managment Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.