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

Forvis Mazars 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 		$725K Buy
8,245
+3,750
+83% +$320K 0.01% 258
2026
Q1 		$330K Sell
4,495
-920
-17% -$72.3K 0.01% 339
2025
Q4 		$447K Buy
5,415
+155
+3% +$12.7K 0.01% 304
2025
Q3 		$423K Sell
5,260
-3,055
-37% -$234K 0.01% 310
2025
Q2 		$609K Buy
8,315
+3,055
+58% +$201K 0.01% 252
2025
Q1 		$325K Hold
5,260
– – 0.01% 338
2024
Q4 		$361K Sell
5,260
-145
-3% -$9.76K 0.01% 352
2024
Q3 		$348K Hold
5,405
– – 0.01% 361
2024
Q2 		$340K Sell
5,405
-525
-9% -$30.6K 0.01% 338
2024
Q1 		$340K Sell
5,930
-550
-8% -$30.3K 0.01% 333
2023
Q4 		$336K Hold
6,480
– – 0.01% 324
2023
Q3 		$294K Hold
6,480
– – 0.01% 335
2023
Q2 		$305K Sell
6,480
-350
-5% -$15.1K 0.01% 359
2023
Q1 		$279K Sell
6,830
-670
-9% -$25.4K 0.01% 347
2022
Q4 		$258K Hold
7,500
– – 0.01% 349
2022
Q3 		$261K Hold
7,500
– – 0.01% 338
2022
Q2 		$272K Buy
7,500
+1,365
+22% +$54.9K 0.01% 335
2022
Q1 		$289K Buy
6,135
+195
+3% +$9.03K 0.01% 248
2021
Q4 		$310K Buy
+5,940
New +$301K 0.01% 226

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

Forvis Mazars Wealth Advisors's MGK Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 83% in Q2 2026, buying an estimated $320K and bringing the position to 8,245 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #258.

Forvis Mazars Wealth Advisors first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 8,245 shares of Vanguard Morningstar Mega Cap Growth ETF worth $725K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 3,750 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #258 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.