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

EverSource 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	$3.83M	Sell	43,604 -43,836	-50%	-$3.74M	0.13%	142
2026 Q1	$6.43M	Buy	87,440 +32,740	+60%	+$2.57M	0.2%	91
2025 Q4	$4.52M	Sell	54,700 -9,980	-15%	-$820K	0.17%	109
2025 Q3	$5.21M	Sell	64,680 -6,395	-9%	-$491K	0.21%	100
2025 Q2	$5.21M	Sell	71,075 -4,950	-7%	-$326K	0.24%	93
2025 Q1	$4.7M	Sell	76,025 -655	-0.9%	-$44.2K	0.26%	88
2024 Q4	$5.27M	Sell	76,680 -1,620	-2%	-$109K	0.3%	76
2024 Q3	$5.04M	Sell	78,300 -100	-0.1%	-$6.24K	0.32%	73
2024 Q2	$4.81M	Sell	78,400 -5,395	-6%	-$315K	0.32%	72
2024 Q1	$4.58M	Sell	83,795 -2,650	-3%	-$146K	0.36%	67
2023 Q4	$4.49M	Sell	86,445 -3,290	-4%	-$160K	0.41%	60
2023 Q3	$4.07M	Sell	89,735 -3,395	-4%	-$160K	0.43%	63
2023 Q2	$4.38M	Sell	93,130 -630	-0.7%	-$27.1K	0.48%	50
2023 Q1	$3.84M	Buy	93,760 +3,120	+3%	+$118K	0.48%	53
2022 Q4	$3.12M	Sell	90,640 -160	-0.2%	-$5.73K	0.47%	55
2022 Q3	$3.17M	Sell	90,800 -8,420	-8%	-$332K	0.72%	27
2022 Q2	$3.61M	Sell	99,220 -2,210	-2%	-$88.9K	0.93%	21
2022 Q1	$4.78M	Sell	101,430 -24,835	-20%	-$1.15M	1.21%	16
2021 Q4	$6.58M	Buy	+126,265	New	+$6.39M	1.84%	11

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 50% in Q2 2026, selling an estimated $3.74M and leaving 43,604 shares worth $3.83M. The position accounts for 0.13% of the portfolio, ranked #142.

EverSource Wealth Advisors first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.58M in Q4 2021. 529 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

EverSource Wealth Advisors held 43,604 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.83M as of Q2 2026.
EverSource Wealth Advisors sold 43,836 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.74M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #142 holding.
EverSource Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $6.58M in Q4 2021.
529 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.