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

Gratus 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 		$71.9M Buy
817,879
+4,809
+0.6% +$410K 9.15% 2
2026
Q1 		$59.8M Sell
813,070
-21,670
-3% -$1.7M 8.64% 2
2025
Q4 		$68.9M Sell
834,740
-7,020
-0.8% -$577K 9.55% 2
2025
Q3 		$67.7M Sell
841,760
-255
-0% -$19.6K 9.54% 2
2025
Q2 		$61.7M Sell
842,015
-2,240
-0.3% -$148K 9.34% 2
2025
Q1 		$52.2M Sell
844,255
-18,235
-2% -$1.23M 8.56% 2
2024
Q4 		$59.2M Buy
862,490
+335
+0% +$22.5K 9.48% 2
2024
Q3 		$54.7M Buy
862,155
+8,825
+1% +$550K 8.93% 2
2024
Q2 		$53.1M Buy
853,330
+15,520
+2% +$906K 9.15% 2
2024
Q1 		$46M Buy
837,810
+153,635
+22% +$8.48M 8.45% 2
2023
Q4 		$35.5M Buy
+684,175
New +$33.2M 7% 2

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

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

Gratus Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.59% in Q2 2026, buying an estimated $410K and bringing the position to 817,879 shares worth $71.9M. The position accounts for 9.15% of the portfolio, ranked #2.

Gratus Wealth Advisors first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Gratus Wealth Advisors held 817,879 shares of Vanguard Morningstar Mega Cap Growth ETF worth $71.9M as of Q2 2026.
  • Gratus Wealth Advisors bought 4,809 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $410K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 9.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Gratus Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 472 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.