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Forum Private Client Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Forum Private Client Group’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 		$4.33M Buy
49,277
+1,307
+3% +$112K 1.29% 19
2026
Q1 		$3.53M Sell
47,970
-2,200
-4% -$173K 1.18% 20
2025
Q4 		$4.14M Sell
50,170
-1,165
-2% -$95.7K 1.41% 19
2025
Q3 		$4.13M Sell
51,335
-1,665
-3% -$128K 1.47% 20
2025
Q2 		$3.88M Buy
53,000
+2,220
+4% +$146K 1.5% 20
2025
Q1 		$3.14M Sell
50,780
-700
-1% -$47.2K 1.36% 21
2024
Q4 		$3.54M Sell
51,480
-2,700
-5% -$182K 1.57% 19
2024
Q3 		$3.49M Sell
54,180
-1,840
-3% -$115K 1.55% 18
2024
Q2 		$3.52M Sell
56,020
-1,105
-2% -$64.5K 1.67% 19
2024
Q1 		$3.27M Sell
57,125
-4,635
-8% -$256K 1.58% 19
2023
Q4 		$3.21M Buy
+61,760
New +$3M 1.67% 19
2023
Q3 		– Sell
-69,675
Closed -$3.28M – 48
2023
Q2 		$3.28M Sell
69,675
-1,580
-2% -$68.1K 1.88% 17
2023
Q1 		$2.91M Buy
71,255
+2,775
+4% +$105K 1.84% 20
2022
Q4 		$2.36M Sell
68,480
-85
-0.1% -$3.04K 1.63% 22
2022
Q3 		$2.39M Buy
68,565
+890
+1% +$35K 1.79% 20
2022
Q2 		$2.46M Buy
67,675
+3,300
+5% +$133K 1.79% 20
2022
Q1 		$3.03M Buy
+64,375
New +$2.98M 2.35% 12

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

Forum Private Client Group's MGK Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.7% in Q2 2026, buying an estimated $112K and bringing the position to 49,277 shares worth $4.33M. The position accounts for 1.29% of the portfolio, ranked #19.

Forum Private Client Group first reported a position in MGK in Q1 2022 and has held it in 17 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Forum Private Client Group held 49,277 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.33M as of Q2 2026.
  • Forum Private Client Group bought 1,307 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.29% of Forum Private Client Group's portfolio in Q2 2026, its #19 holding.
  • Forum Private Client Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.