Farther Finance Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Farther Finance 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	$6.43M	Buy	73,108 +22,438	+44%	+$1.91M	0.05%	332
2026 Q1	$3.77M	Buy	50,670 +11,635	+30%	+$914K	0.04%	424
2025 Q4	$3.22M	Buy	39,035 +2,020	+5%	+$166K	0.03%	431
2025 Q3	$2.98M	Sell	37,015 -4,190	-10%	-$322K	0.04%	328
2025 Q2	$3.02M	Buy	41,205 +975	+2%	+$64.3K	0.06%	265
2025 Q1	$2.51M	Buy	40,230 +23,685	+143%	+$1.6M	0.06%	257
2024 Q4	$1.14M	Buy	16,545 +395	+2%	+$26.6K	0.04%	333
2024 Q3	$1.04M	Buy	16,150 +8,100	+101%	+$505K	0.04%	340
2024 Q2	$510K	Buy	8,050 +5,640	+234%	+$329K	0.02%	474
2024 Q1	$138K	Buy	2,410 +190	+9%	+$10.5K	0.01%	831
2023 Q4	$115K	Buy	2,220 +105	+5%	+$5.09K	0.01%	748
2023 Q3	$95.9K	Buy	2,115 +600	+40%	+$28.3K	0.02%	575
2023 Q2	$71.2K	Buy	1,515 +335	+28%	+$14.4K	0.02%	558
2023 Q1	$48.4K	Buy	1,180 +250	+27%	+$9.47K	0.01%	612
2022 Q4	$32.1K	Buy	+930	New	+$33.3K	0.01%	595

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

Farther Finance Advisors's MGK Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 44% in Q2 2026, buying an estimated $1.91M and bringing the position to 73,108 shares worth $6.43M. The position accounts for 0.05% of the portfolio, ranked #332.

Farther Finance Advisors first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Farther Finance Advisors held 73,108 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.43M as of Q2 2026.
Farther Finance Advisors bought 22,438 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.91M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #332 holding.
Farther Finance Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.