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

Crestwood Advisors Group’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 		$216K Sell
2,456
-494
-17% -$42.2K ﹤0.01% 814
2026
Q1 		$217K Buy
+2,950
New +$232K ﹤0.01% 708
2017
Q2 		– Sell
-1,665
Closed -$33K – 329
2017
Q1 		$33K Buy
+1,665
New +$30.9K ﹤0.01% 315

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

Crestwood Advisors Group's MGK Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 17% in Q2 2026, selling an estimated $42.2K and leaving 2,456 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Crestwood Advisors Group first reported a position in MGK in Q1 2017 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Crestwood Advisors Group held 2,456 shares of Vanguard Morningstar Mega Cap Growth ETF worth $216K as of Q2 2026.
  • Crestwood Advisors Group sold 494 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $42.2K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #814 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2017 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $217K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.