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

FSC 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	–	Sell	-5,360	Closed	-$394K	–	9
2026 Q1	$394K	Sell	5,360 -29,710	-85%	-$2.33M	7.52%	8
2025 Q4	$2.9M	Sell	35,070 -67,760	-66%	-$5.57M	4.7%	8
2025 Q3	$8.28M	Sell	102,830 -1,275	-1%	-$97.9K	4.77%	5
2025 Q2	$7.62M	Buy	104,105 +61,485	+144%	+$4.05M	4.81%	5
2025 Q1	$2.63M	Hold	42,620	–	–	1.73%	17
2024 Q4	$2.93M	Hold	42,620	–	–	1.88%	16
2024 Q3	$2.74M	Sell	42,620 -19,690	-32%	-$1.23M	1.97%	15
2024 Q2	$3.92M	Buy	62,310 +420	+0.7%	+$24.5K	2.89%	12
2024 Q1	$3.55M	Buy	61,890 +410	+0.7%	+$22.6K	2.5%	13
2023 Q4	$3.19M	Buy	61,480 +61,370	+55,791%	+$2.98M	2.34%	13
2023 Q3	$5.05K	Buy	+110	New	+$5.19K	0.01%	199
2022 Q1	–	Sell	-172,070	Closed	-$8.97M	–	186
2021 Q4	$8.97M	Buy	+172,070	New	+$8.71M	6.08%	7

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

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

FSC Wealth Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 5,360 shares — an estimated $394K sold.

FSC Wealth Advisors first reported a position in MGK in Q4 2021 and held it in 12 quarters. The position peaked at $8.97M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

FSC Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
FSC Wealth Advisors sold 5,360 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $394K.
FSC Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 12 quarters.
FSC Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $8.97M in Q4 2021.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on FSC Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.