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EP Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

EP Wealth Advisors’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 		$36.2M Buy
411,595
+8,730
+2% +$745K 0.14% 122
2026
Q1 		$29.6M Buy
402,865
+3,565
+0.9% +$280K 0.15% 104
2025
Q4 		$33M Buy
+399,300
New +$32.8M 0.17% 95
2025
Q2 		$29.5M Sell
402,535
-2,145
-0.5% -$141K 0.19% 92
2025
Q1 		$25M Sell
404,680
-2,650
-0.7% -$179K 0.2% 92
2024
Q4 		$28M Sell
407,330
-3,075
-0.7% -$207K 0.23% 83
2024
Q3 		$26.4M Buy
410,405
+400,575
+4,075% +$25M 0.23% 87
2024
Q2 		$618K Buy
9,830
+2,095
+27% +$122K 0.01% 489
2024
Q1 		$443K Sell
7,735
-5
-0.1% -$276 0.01% 538
2023
Q4 		$402K Sell
7,740
-1,480
-16% -$71.8K 0.01% 546
2023
Q3 		$418K Sell
9,220
-1,930
-17% -$91.1K 0.01% 490
2023
Q2 		$363K Buy
11,150
+2,665
+31% +$115K 0.01% 525
2023
Q1 		$243K Buy
8,485
+1,735
+26% +$65.7K ﹤0.01% 533
2022
Q4 		$232K Buy
+6,750
New +$242K ﹤0.01% 515
2022
Q3 		– Sell
-11,025
Closed -$401K – 512
2022
Q2 		$401K Buy
11,025
+5
+0% +$201 0.01% 421
2022
Q1 		$519K Buy
11,020
+1,760
+19% +$81.5K 0.01% 377
2021
Q4 		$483K Hold
9,260
– – 0.01% 362
2021
Q3 		$435K Hold
9,260
– – 0.01% 359
2021
Q2 		$429K Hold
9,260
– – 0.01% 363
2021
Q1 		$383K Buy
9,260
+325
+4% +$13.4K 0.01% 365
2020
Q4 		$364K Buy
+8,935
New +$346K 0.01% 318

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

EP Wealth Advisors's MGK Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.2% in Q2 2026, buying an estimated $745K and bringing the position to 411,595 shares worth $36.2M. The position accounts for 0.14% of the portfolio, ranked #122.

EP Wealth Advisors first reported a position in MGK in Q4 2020 and has held it in 21 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • EP Wealth Advisors held 411,595 shares of Vanguard Morningstar Mega Cap Growth ETF worth $36.2M as of Q2 2026.
  • EP Wealth Advisors bought 8,730 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $745K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of EP Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • EP Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.