Focus Partners Wealth
MGK icon

Focus Partners Wealth’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Focus Partners Wealth’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 		$13.5M Sell
153,239
-30,241
-16% -$2.58M 0.01% 617
2026
Q1 		$11.7M Buy
183,480
+23,540
+15% +$1.85M 0.01% 673
2025
Q4 		$13.2M Buy
159,940
+12,315
+8% +$1.01M 0.02% 608
2025
Q3 		$11.9M Buy
147,625
+3,310
+2% +$254K 0.02% 518
2025
Q2 		$10.6M Buy
144,315
+5,230
+4% +$345K 0.02% 482
2025
Q1 		$8.59M Buy
139,085
+4,850
+4% +$327K 0.02% 501
2024
Q4 		$9.22M Sell
134,235
-13,315
-9% -$896K 0.02% 478
2024
Q3 		$15.3M Sell
147,550
-57,930
-28% -$3.61M 0.05% 325
2024
Q2 		$12.9M Buy
205,480
+111,260
+118% +$6.49M 0.04% 318
2024
Q1 		$5.4M Buy
94,220
+16,040
+21% +$885K 0.04% 312
2023
Q4 		$4.06M Buy
+78,180
New +$3.79M 0.05% 261

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Focus Partners Wealth's MGK Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 16% in Q2 2026, selling an estimated $2.58M and leaving 153,239 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #617.

Focus Partners Wealth first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Focus Partners Wealth held 153,239 shares of Vanguard Morningstar Mega Cap Growth ETF worth $13.5M as of Q2 2026.
  • Focus Partners Wealth sold 30,241 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.58M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #617 holding.
  • Focus Partners Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $15.3M in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.