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Fortis Group Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Fortis Group 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 		$477K Sell
5,427
-23,538
-81% -$2.01M 0.08% 190
2026
Q1 		$487K Buy
28,965
+17,855
+161% +$1.4M 0.08% 187
2025
Q4 		$902K Sell
11,110
-460
-4% -$37.8K 0.15% 154
2025
Q3 		$974K Buy
11,570
+250
+2% +$19.2K 0.17% 120
2025
Q2 		$862K Buy
11,320
+710
+7% +$46.8K 0.16% 121
2025
Q1 		$656K Sell
10,610
-61,700
-85% -$4.16M 0.13% 127
2024
Q4 		$4.97M Buy
72,310
+29,935
+71% +$2.01M 0.92% 35
2024
Q3 		$2.73M Sell
42,375
-168,625
-80% -$10.5M 0.5% 52
2024
Q2 		$13.3M Sell
211,000
-3,585
-2% -$209K 2.63% 8
2024
Q1 		$12.3M Buy
+214,585
New +$11.8M 2.27% 10
2023
Q3 		– Sell
-215,655
Closed -$10.1M – 463
2023
Q2 		$10.1M Buy
+215,655
New +$9.29M 2.69% 7

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

Fortis Group Advisors's MGK Position: Q2 2026 in Review

Fortis Group Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 81% in Q2 2026, selling an estimated $2.01M and leaving 5,427 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #190.

Fortis Group Advisors first reported a position in MGK in Q2 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q2 2024. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Fortis Group Advisors held 5,427 shares of Vanguard Morningstar Mega Cap Growth ETF worth $477K as of Q2 2026.
  • Fortis Group Advisors sold 23,538 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.01M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Fortis Group Advisors's portfolio in Q2 2026, its #190 holding.
  • Fortis Group Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 11 quarters since.
  • Fortis Group Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $13.3M in Q2 2024.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.