Connecticut Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Connecticut Wealth Management’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	$204K	Sell	2,325 -405	-15%	-$34.6K	0.01%	330
2026 Q1	$201K	Buy	+2,730	New	+$214K	0.01%	325
2025 Q3	–	Sell	-3,295	Closed	-$241K	–	330
2025 Q2	$241K	Hold	3,295	–	–	0.01%	285
2025 Q1	$204K	Sell	3,295 -1,900	-37%	-$128K	0.01%	298
2024 Q4	$463K	Buy	5,195 +1,900	+58%	+$128K	0.02%	195
2024 Q3	$212K	Hold	3,295	–	–	0.01%	311
2024 Q2	$207K	Buy	+3,295	New	+$192K	0.01%	310

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

Connecticut Wealth Management's MGK Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 15% in Q2 2026, selling an estimated $34.6K and leaving 2,325 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #330.

Connecticut Wealth Management first reported a position in MGK in Q2 2024 and has held it in 7 quarters since. The position peaked at $463K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Connecticut Wealth Management held 2,325 shares of Vanguard Morningstar Mega Cap Growth ETF worth $204K as of Q2 2026.
Connecticut Wealth Management sold 405 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $34.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #330 holding.
Connecticut Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
Connecticut Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $463K in Q4 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.