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 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 $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

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

Evermay Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 1,500 shares — an estimated $110K sold.

Evermay Wealth Management first reported a position in MGK in Q2 2021 and held it in 20 quarters. The position peaked at $124K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Evermay Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 1,500 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $110K.
Evermay Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and held it in 20 quarters.
Evermay Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $124K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.