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

Clearwater Capital 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 		$1.36M Sell
15,525
-430
-3% -$36.7K 0.1% 64
2026
Q1 		$1.17M Buy
15,955
+375
+2% +$29.5K 0.09% 64
2025
Q4 		$1.29M Sell
15,580
-80
-0.5% -$6.57K 0.11% 64
2025
Q3 		$1.26M Sell
15,660
-405
-3% -$31.1K 0.11% 69
2025
Q2 		$1.18M Sell
16,065
-100
-0.6% -$6.59K 0.11% 67
2025
Q1 		$999K Hold
16,165
– – 0.1% 76
2024
Q4 		$1.11M Sell
16,165
-5,915
-27% -$398K 0.11% 71
2024
Q3 		$1.42M Sell
22,080
-535
-2% -$33.4K 0.14% 64
2024
Q2 		$1.42M Sell
22,615
-110
-0.5% -$6.42K 0.15% 62
2024
Q1 		$1.3M Sell
22,725
-50
-0.2% -$2.76K 0.14% 64
2023
Q4 		$1.18M Sell
22,775
-150
-0.7% -$7.28K 0.13% 68
2023
Q3 		$1.04M Sell
22,925
-4,175
-15% -$197K 0.13% 61
2023
Q2 		$1.28M Sell
27,100
-3,015
-10% -$130K 0.15% 59
2023
Q1 		$1.23M Sell
30,115
-10,955
-27% -$415K 0.15% 60
2022
Q4 		$1.41M Sell
41,070
-215
-0.5% -$7.7K 0.18% 58
2022
Q3 		$1.44M Sell
41,285
-30
-0.1% -$1.18K 0.2% 64
2022
Q2 		$1.5M Sell
41,315
-260
-0.6% -$10.5K 0.21% 60
2022
Q1 		$1.96M Sell
41,575
-1,450
-3% -$67.2K 0.22% 58
2021
Q4 		$2.24M Sell
43,025
-1,265
-3% -$64.1K 0.25% 57
2021
Q3 		$2.08M Sell
44,290
-670
-1% -$32.4K 0.24% 57
2021
Q2 		$2.08M Hold
44,960
– – 0.24% 55
2021
Q1 		$1.86M Sell
44,960
-1,780
-4% -$73.3K 0.23% 56
2020
Q4 		$1.91M Sell
46,740
-4,785
-9% -$185K 0.25% 51
2020
Q3 		$1.91M Sell
51,525
-4,280
-8% -$154K 0.3% 46
2020
Q2 		$1.82M Sell
55,805
-9,400
-14% -$280K 0.31% 48
2020
Q1 		$1.66M Sell
65,205
-30,135
-32% -$871K 0.36% 46
2019
Q4 		$2.78M Sell
95,340
-11,780
-11% -$325K 0.46% 45
2019
Q3 		$2.84M Sell
107,120
-13,850
-11% -$366K 0.5% 50
2019
Q2 		$3.13M Sell
120,970
-6,285
-5% -$160K 0.57% 49
2019
Q1 		$3.17M Sell
127,255
-8,620
-6% -$203K 0.59% 52
2018
Q4 		$2.91M Sell
135,875
-8,475
-6% -$196K 0.64% 52
2018
Q3 		$3.7M Sell
144,350
-4,975
-3% -$124K 0.72% 41
2018
Q2 		$3.55M Sell
149,325
-1,355
-0.9% -$31.6K 0.73% 48
2018
Q1 		$3.38M Sell
150,680
-14,465
-9% -$336K 0.7% 47
2017
Q4 		$3.68M Sell
165,145
-7,300
-4% -$159K 0.81% 40
2017
Q3 		$3.65M Sell
172,445
-16,050
-9% -$331K 0.85% 36
2017
Q2 		$3.79M Sell
188,495
-17,125
-8% -$339K 0.97% 29
2017
Q1 		$3.93M Sell
205,620
-3,965
-2% -$73.6K 1.08% 26
2016
Q4 		$3.68M Sell
209,585
-2,885
-1% -$50K 1.28% 22
2016
Q3 		$3.69M Sell
212,470
-9,280
-4% -$161K 1.29% 23
2016
Q2 		$3.72M Buy
+221,750
New +$3.7M 1.37% 18

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Clearwater Capital Advisors's MGK Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.7% in Q2 2026, selling an estimated $36.7K and leaving 15,525 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #64.

Clearwater Capital Advisors first reported a position in MGK in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.93M in Q1 2017. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Clearwater Capital Advisors held 15,525 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.36M as of Q2 2026.
  • Clearwater Capital Advisors sold 430 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $36.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of Clearwater Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • Clearwater Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2016 and has held it in 41 quarters since.
  • Clearwater Capital Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.93M in Q1 2017.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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