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

Empirical 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	$25M	Buy	284,728 +23,643	+9%	+$2.02M	0.37%	53
2026 Q1	$19.2M	Buy	261,085 +13,205	+5%	+$1.04M	0.33%	54
2025 Q4	$20.5M	Buy	247,880 +4,625	+2%	+$380K	0.36%	46
2025 Q3	$19.6M	Buy	243,255 +36,350	+18%	+$2.79M	0.39%	48
2025 Q2	$15.2M	Buy	206,905 +7,480	+4%	+$493K	0.34%	59
2025 Q1	$12.3M	Buy	199,425 +5,895	+3%	+$398K	0.32%	61
2024 Q4	$13.3M	Buy	193,530 +12,810	+7%	+$862K	0.36%	56
2024 Q3	$11.6M	Buy	180,720 +42,310	+31%	+$2.64M	0.33%	63
2024 Q2	$8.7M	Buy	138,410 +6,805	+5%	+$397K	0.26%	80
2024 Q1	$7.54M	Sell	131,605 -3,815	-3%	-$210K	0.23%	87
2023 Q4	$7.03M	Buy	135,420 +28,075	+26%	+$1.36M	0.23%	86
2023 Q3	$4.87M	Buy	107,345 +16,740	+18%	+$790K	0.19%	94
2023 Q2	$4.26M	Buy	90,605 +8,485	+10%	+$366K	0.17%	103
2023 Q1	$3.36M	Buy	82,120 +8,200	+11%	+$311K	0.15%	108
2022 Q4	$2.54M	Buy	73,920 +21,205	+40%	+$759K	0.12%	121
2022 Q3	$1.84M	Buy	52,715 +8,060	+18%	+$317K	0.1%	133
2022 Q2	$1.62M	Sell	44,655 -32,790	-42%	-$1.32M	0.09%	153
2022 Q1	$3.65M	Sell	77,445 -46,865	-38%	-$2.17M	0.18%	87
2021 Q4	$6.48M	Sell	124,310 -2,500	-2%	-$127K	0.32%	55
2021 Q3	$5.96M	Buy	126,810 +3,810	+3%	+$184K	0.34%	53
2021 Q2	$5.69M	Buy	123,000 +5,680	+5%	+$250K	0.34%	52
2021 Q1	$4.86M	Buy	117,320 +33,315	+40%	+$1.37M	0.39%	48
2020 Q4	$3.42M	Buy	84,005 +63,015	+300%	+$2.44M	0.26%	59
2020 Q3	$778K	Buy	+20,990	New	+$756K	0.07%	162

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 9.1% in Q2 2026, buying an estimated $2.02M and bringing the position to 284,728 shares worth $25M. The position accounts for 0.37% of the portfolio, ranked #53.

Empirical Wealth Management first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. 476 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Empirical Wealth Management held 284,728 shares of Vanguard Morningstar Mega Cap Growth ETF worth $25M as of Q2 2026.
Empirical Wealth Management bought 23,643 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.02M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.37% of Empirical Wealth Management's portfolio in Q2 2026, its #53 holding.
Empirical Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
476 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.