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Fiduciary Alliance’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Fiduciary Alliance’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 		$5.75M Sell
65,427
-1,163
-2% -$99.3K 0.39% 70
2026
Q1 		$5.45M Sell
66,590
-1,565
-2% -$123K 0.33% 77
2025
Q4 		$5.63M Sell
68,155
-690
-1% -$56.7K 0.37% 68
2025
Q3 		$5.54M Buy
68,845
+2,960
+4% +$227K 0.37% 68
2025
Q2 		$4.83M Buy
+65,885
New +$4.34M 0.36% 69
2023
Q1 		– Sell
-6,620
Closed -$228K – 564
2022
Q4 		$228K Buy
+6,620
New +$237K 0.06% 124

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fiduciary Alliance's MGK Position: Q2 2026 in Review

Fiduciary Alliance reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 1.7% in Q2 2026, selling an estimated $99.3K and leaving 65,427 shares worth $5.75M. The position accounts for 0.39% of the portfolio, ranked #70.

Fiduciary Alliance first reported a position in MGK in Q4 2022 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Fiduciary Alliance held 65,427 shares of Vanguard Mega Cap Growth ETF worth $5.75M as of Q2 2026.
  • Fiduciary Alliance sold 1,163 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $99.3K.
  • Vanguard Mega Cap Growth ETF made up 0.39% of Fiduciary Alliance's portfolio in Q2 2026, its #70 holding.
  • Fiduciary Alliance first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 6 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.