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

Echo 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	$1.34M	Sell	15,231 -459	-3%	-$39.2K	0.68%	22
2026 Q1	$1.15M	Sell	15,690 -2,080	-12%	-$163K	0.66%	21
2025 Q4	$1.47M	Sell	17,770 -100	-0.6%	-$8.21K	0.86%	22
2025 Q3	$1.44M	Hold	17,870	–	–	0.84%	22
2025 Q2	$1.31M	Hold	17,870	–	–	0.8%	23
2025 Q1	$1.1M	Sell	17,870 -1,655	-8%	-$112K	0.75%	25
2024 Q4	$1.34M	Hold	19,525	–	–	0.93%	25
2024 Q3	$1.27M	Sell	19,525 -8,955	-31%	-$559K	0.89%	24
2024 Q2	$1.79M	Hold	28,480	–	–	1.35%	19
2024 Q1	$1.63M	Sell	28,480 -3,525	-11%	-$194K	1.35%	20
2023 Q4	$1.64M	Sell	32,005 -1,205	-4%	-$58.5K	1.53%	19
2023 Q3	$1.51M	Hold	33,210	–	–	1.62%	17
2023 Q2	$1.61M	Hold	33,210	–	–	1.74%	17
2023 Q1	$1.36M	Sell	33,210 -1,480	-4%	-$56.1K	1.5%	17
2022 Q4	$1.26M	Sell	34,690 -650	-2%	-$23.3K	1.34%	20
2022 Q3	$1.28M	Sell	35,340 -40	-0.1%	-$1.57K	1.69%	15
2022 Q2	$1.36M	Buy	35,380 +2,340	+7%	+$94.1K	1.81%	15
2022 Q1	$1.46M	Sell	33,040 -45	-0.1%	-$2.08K	1.71%	18
2021 Q4	$1.64M	Sell	33,085 -500	-1%	-$25.3K	1.87%	17
2021 Q3	$1.6M	Sell	33,585 -3,725	-10%	-$180K	1.9%	16
2021 Q2	$1.76M	Hold	37,310	–	–	2.24%	14
2021 Q1	$1.54M	Sell	37,310 -4,180	-10%	-$172K	1.95%	16
2020 Q4	$1.69M	Buy	+41,490	New	+$1.61M	2.21%	12

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

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

Echo Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.9% in Q2 2026, selling an estimated $39.2K and leaving 15,231 shares worth $1.34M. The position accounts for 0.68% of the portfolio, ranked #22.

Echo Wealth Management first reported a position in MGK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q2 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Echo Wealth Management held 15,231 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.34M as of Q2 2026.
Echo Wealth Management sold 459 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $39.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.68% of Echo Wealth Management's portfolio in Q2 2026, its #22 holding.
Echo Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Echo Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.79M in Q2 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.