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

Clarus 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 		$11.9M Sell
135,598
-138,022
-50% -$11.8M 4.57% 3
2026
Q1 		$20.5M Buy
273,620
+3,175
+1% +$249K 8.73% 2
2025
Q4 		$22.4M Sell
270,445
-3,615
-1% -$297K 9.28% 2
2025
Q3 		$22.1M Sell
274,060
-885
-0.3% -$67.9K 9.79% 2
2025
Q2 		$20.1M Buy
274,945
+112,290
+69% +$7.4M 9.31% 2
2025
Q1 		$9.99M Sell
162,655
-72,345
-31% -$4.88M 5.34% 3
2024
Q4 		$15.9M Buy
235,000
+8,240
+4% +$555K 7.92% 2
2024
Q3 		$14.4M Buy
226,760
+7,390
+3% +$461K 7.33% 2
2024
Q2 		$14.5M Buy
219,370
+50,550
+30% +$2.95M 7.7% 1
2024
Q1 		$9.58M Buy
168,820
+44,795
+36% +$2.47M 5.42% 2
2023
Q4 		$6.54M Buy
+124,025
New +$6.02M 3.87% 5
2023
Q2 		$5.23M Buy
112,160
+785
+0.7% +$33.8K 3.17% 7
2023
Q1 		$4.53M Buy
+111,375
New +$4.22M 2.85% 8
2022
Q2 		– Sell
-37,920
Closed -$1.68M – 110
2022
Q1 		$1.68M Buy
37,920
+2,710
+8% +$126K 1.05% 25
2021
Q4 		$1.78M Buy
35,210
+330
+0.9% +$16.7K 1.02% 25
2021
Q3 		$1.64M Buy
34,880
+855
+3% +$41.4K 1.01% 26
2021
Q2 		$1.62M Buy
34,025
+3,580
+12% +$158K 1.01% 28
2021
Q1 		$1.34M Sell
30,445
-4,250
-12% -$175K 0.84% 28
2020
Q4 		$1.41M Buy
34,695
+165
+0.5% +$6.39K 0.94% 28
2020
Q3 		$1.27M Buy
34,530
+1,295
+4% +$46.7K 0.98% 25
2020
Q2 		$1.12M Sell
33,235
-1,925
-5% -$57.4K 0.94% 24
2020
Q1 		$858K Sell
35,160
-225
-0.6% -$6.5K 0.86% 25
2019
Q4 		$1.06M Buy
+35,385
New +$977K 0.7% 29
2019
Q2 		– Sell
-1,440
Closed -$36K – 665
2019
Q1 		$36K Hold
1,440
– – 0.03% 341
2018
Q4 		$31K Hold
1,440
– – 0.05% 329
2018
Q3 		$37K Sell
1,440
-220
-13% -$5.49K 0.02% 341
2018
Q2 		$37K Buy
+1,660
New +$38.7K 0.03% 330

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Clarus Wealth Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 50% in Q2 2026, selling an estimated $11.8M and leaving 135,598 shares worth $11.9M. The position accounts for 4.57% of the portfolio, ranked #3.

Clarus Wealth Advisors first reported a position in MGK in Q2 2018 and has held it in 27 quarters since. The position peaked at $22.4M in Q4 2025. 476 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Clarus Wealth Advisors held 135,598 shares of Vanguard Morningstar Mega Cap Growth ETF worth $11.9M as of Q2 2026.
  • Clarus Wealth Advisors sold 138,022 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $11.8M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 4.57% of Clarus Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Clarus Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2018 and has held it in 27 quarters since.
  • Clarus Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $22.4M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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