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

Flagship 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	$607K	Buy	+6,900	New	+$589K	0.14%	84
2026 Q1	–	Sell	-7,530	Closed	-$622K	–	386
2025 Q4	$622K	Buy	7,530 +5,275	+234%	+$433K	0.18%	68
2025 Q3	$181K	Buy	+2,255	New	+$173K	0.06%	127

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

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

Flagship Wealth Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 6,900 shares worth $607K. The stake represents 0.14% of the portfolio and ranks #84 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in MGK as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. The position peaked at $622K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Flagship Wealth Advisors held 6,900 shares of Vanguard Morningstar Mega Cap Growth ETF worth $607K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Flagship Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of Flagship Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Flagship Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
Flagship Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $622K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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