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Ethos Capital Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ethos Capital 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 		$1.04M Sell
11,793
-4,677
-28% -$399K 0.74% 36
2026
Q1 		$1.21M Sell
16,470
-4,510
-21% -$354K 1.04% 41
2025
Q4 		$1.73M Buy
+20,980
New +$1.72M 1.63% 15

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ethos Capital Management's MGK Position: Q2 2026 in Review

Ethos Capital Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 28% in Q2 2026, selling an estimated $399K and leaving 11,793 shares worth $1.04M. The position accounts for 0.74% of the portfolio, ranked #36.

Ethos Capital Management first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 607 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Ethos Capital Management held 11,793 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.04M as of Q2 2026.
  • Ethos Capital Management sold 4,677 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $399K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.74% of Ethos Capital Management's portfolio in Q2 2026, its #36 holding.
  • Ethos Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.73M in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.