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

Evermay 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 Q3	$9.26K	Buy	+100	New	+$8.92K	﹤0.01%	502
2026 Q2	–	Sell	-1,500	Closed	-$110K	–	675
2026 Q1	$110K	Hold	1,500	–	–	0.01%	243
2025 Q4	$124K	Hold	1,500	–	–	0.01%	240
2025 Q3	$121K	Hold	1,500	–	–	0.01%	243
2025 Q2	$110K	Hold	1,500	–	–	0.01%	257
2025 Q1	$92.7K	Hold	1,500	–	–	0.01%	270
2024 Q4	$103K	Hold	1,500	–	–	0.02%	257
2024 Q3	$96.6K	Hold	1,500	–	–	0.02%	270
2024 Q2	$94.4K	Hold	1,500	–	–	0.02%	274
2024 Q1	$86K	Hold	1,500	–	–	0.01%	294
2023 Q4	$77.9K	Hold	1,500	–	–	0.01%	282
2023 Q3	$68.1K	Hold	1,500	–	–	0.01%	272
2023 Q2	$70.6K	Hold	1,500	–	–	0.01%	278
2023 Q1	$61.4K	Hold	1,500	–	–	0.01%	284
2022 Q4	$51.6K	Hold	1,500	–	–	0.01%	295
2022 Q3	$52K	Hold	1,500	–	–	0.01%	274
2022 Q2	$55K	Hold	1,500	–	–	0.01%	271
2022 Q1	$71K	Sell	1,500 -820	-35%	-$38K	0.01%	271
2021 Q4	$121K	Buy	2,320 +820	+55%	+$41.5K	0.02%	214
2021 Q3	$70K	Hold	1,500	–	–	0.01%	239
2021 Q2	$69K	Buy	+1,500	New	+$66K	0.01%	250

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Evermay Wealth Management's MGK Position: Q3 2026 in Review

Evermay Wealth Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 100 shares worth $9.26K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in MGK as recently as Q1 2026.

Evermay Wealth Management first reported a position in MGK in Q2 2021 and has held it in 21 quarters since. The position peaked at $124K in Q4 2025. 832 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Evermay Wealth Management held 100 shares of Vanguard Morningstar Mega Cap Growth ETF worth $9.26K as of Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Evermay Wealth Management position in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #502 holding.
Evermay Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $124K in Q4 2025.
832 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.