Financial Engines Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Financial Engines 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	$2.24M	Sell	25,426 -2,909	-10%	-$248K	﹤0.01%	229
2026 Q1	$416K	Buy	28,335 +6,820	+32%	+$536K	﹤0.01%	419
2025 Q4	$1.78M	Sell	21,515 -4,545	-17%	-$373K	﹤0.01%	249
2025 Q3	$2.1M	Buy	26,060 +3,730	+17%	+$286K	﹤0.01%	232
2025 Q2	$1.64M	Buy	22,330 +10,110	+83%	+$666K	﹤0.01%	239
2025 Q1	$755K	Buy	+12,220	New	+$825K	﹤0.01%	288
2022 Q4	–	Sell	-9,495	Closed	-$331K	–	303
2022 Q3	$331K	Buy	9,495 +55	+0.6%	+$2.17K	﹤0.01%	232
2022 Q2	$343K	Buy	9,440 +810	+9%	+$32.6K	﹤0.01%	235
2022 Q1	$406K	Buy	+8,630	New	+$400K	﹤0.01%	217

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

Financial Engines Advisors's MGK Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 10% in Q2 2026, selling an estimated $248K and leaving 25,426 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Financial Engines Advisors first reported a position in MGK in Q1 2022 and has held it in 9 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Financial Engines Advisors held 25,426 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.24M as of Q2 2026.
Financial Engines Advisors sold 2,909 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $248K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #229 holding.
Financial Engines Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 9 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.