Ethos Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ethos Financial 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	$2.34M	Sell	28,193 -7,097	-20%	-$606K	0.16%	130
2026 Q1	$2.59M	Sell	35,290 -11,880	-25%	-$933K	0.19%	115
2025 Q4	$3.89M	Sell	47,170 -620	-1%	-$50.9K	0.29%	85
2025 Q3	$3.85M	Sell	47,790 -22,205	-32%	-$1.7M	0.3%	78
2025 Q2	$5.13M	Sell	69,995 -2,925	-4%	-$193K	0.44%	60
2025 Q1	$5.01M	Hold	72,920	–	–	0.48%	53
2024 Q4	$5.01M	Sell	72,920 -75	-0.1%	-$5.05K	0.65%	43
2024 Q3	$4.7M	Sell	72,995 -2,585	-3%	-$161K	0.78%	35
2024 Q2	$4.75M	Sell	75,580 -1,685	-2%	-$98.3K	0.84%	34
2024 Q1	$4.43M	Buy	77,265 +4,770	+7%	+$263K	0.84%	35
2023 Q4	$3.76M	Buy	+72,495	New	+$3.52M	0.8%	35

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

Ethos Financial Group's MGK Position: Q2 2026 in Review

Ethos Financial Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 20% in Q2 2026, selling an estimated $606K and leaving 28,193 shares worth $2.34M. The position accounts for 0.16% of the portfolio, ranked #130.

Ethos Financial Group first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q2 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Ethos Financial Group held 28,193 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.34M as of Q2 2026.
Ethos Financial Group sold 7,097 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $606K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.16% of Ethos Financial Group's portfolio in Q2 2026, its #130 holding.
Ethos Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Ethos Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $5.13M in Q2 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.