CWP
MGK icon

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

Concord Wealth 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 		$234K Buy
+2,660
New +$227K 0.03% 207
2026
Q1 		– Sell
-2,655
Closed -$219K – 563
2025
Q4 		$219K Sell
2,655
-45
-2% -$3.7K 0.03% 187
2025
Q3 		$217K Hold
2,700
– – 0.03% 184
2025
Q2 		$198K Hold
2,700
– – 0.03% 200
2025
Q1 		$167K Buy
2,700
+5
+0.2% +$337 0.03% 201
2024
Q4 		$185K Buy
2,695
+5
+0.2% +$337 0.03% 203
2024
Q3 		$173K Buy
2,690
+5
+0.2% +$312 0.03% 213
2024
Q2 		$169K Hold
2,685
– – 0.03% 209
2024
Q1 		$154K Sell
2,685
-280
-9% -$15.4K 0.03% 229
2023
Q4 		$154K Sell
2,965
-55
-2% -$2.67K 0.03% 234
2023
Q3 		$137K Sell
3,020
-695
-19% -$32.8K 0.03% 240
2023
Q2 		$175K Hold
3,715
– – 0.04% 205
2023
Q1 		$152K Sell
3,715
-580
-14% -$22K 0.04% 200
2022
Q4 		$148K Buy
+4,295
New +$154K 0.04% 197
2022
Q3 		– Sell
-3,705
Closed -$135K – 729
2022
Q2 		$135K Buy
3,705
+5
+0.1% +$201 0.04% 218
2022
Q1 		$174K Buy
3,700
+5
+0.1% +$232 0.05% 199
2021
Q4 		$193K Buy
+3,695
New +$187K 0.05% 193

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

Concord Wealth Partners's MGK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,660 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MGK as recently as Q4 2025.

Concord Wealth Partners first reported a position in MGK in Q4 2021 and has held it in 17 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Concord Wealth Partners held 2,660 shares of Vanguard Morningstar Mega Cap Growth ETF worth $234K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #207 holding.
  • Concord Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.