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

Clearstead 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	$42.2K	Buy	480 +20	+4%	+$1.71K	﹤0.01%	1555
2026 Q1	$33.8K	Sell	460 -25	-5%	-$1.96K	﹤0.01%	1351
2025 Q4	$40K	Hold	485	–	–	﹤0.01%	1496
2025 Q3	$39K	Sell	485 -160	-25%	-$12.3K	﹤0.01%	1360
2025 Q2	$47.1K	Buy	645 +160	+33%	+$10.5K	﹤0.01%	1306
2025 Q1	$30K	Hold	485	–	–	﹤0.01%	1301
2024 Q4	$33.3K	Hold	485	–	–	﹤0.01%	1259
2024 Q3	$31.2K	Hold	485	–	–	﹤0.01%	1310
2024 Q2	$30.5K	Hold	485	–	–	﹤0.01%	1278
2024 Q1	$27.7K	Hold	485	–	–	﹤0.01%	883
2023 Q4	$25.2K	Hold	485	–	–	﹤0.01%	899
2023 Q3	$22K	Buy	485 +25	+5%	+$1.18K	﹤0.01%	871
2023 Q2	$21.6K	Hold	460	–	–	﹤0.01%	884
2023 Q1	$18.8K	Hold	460	–	–	﹤0.01%	863
2022 Q4	$15.8K	Hold	460	–	–	﹤0.01%	838
2022 Q3	$16K	Hold	460	–	–	﹤0.01%	809
2022 Q2	$17K	Hold	460	–	–	﹤0.01%	836
2022 Q1	$22K	Hold	460	–	–	﹤0.01%	846
2021 Q4	$24K	Buy	+460	New	+$23.3K	﹤0.01%	783

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

Clearstead Advisors's MGK Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.3% in Q2 2026, buying an estimated $1.71K and bringing the position to 480 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Clearstead Advisors first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.1K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Clearstead Advisors held 480 shares of Vanguard Morningstar Mega Cap Growth ETF worth $42.2K as of Q2 2026.
Clearstead Advisors bought 20 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.71K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1555 holding.
Clearstead Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Clearstead Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $47.1K in Q2 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.