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

Great Point 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	$232K	Buy	+2,635	New	+$225K	0.04%	67
2026 Q1	–	Sell	-2,635	Closed	-$218K	–	65
2025 Q4	$218K	Hold	2,635	–	–	0.04%	62
2025 Q3	$212K	Buy	+2,635	New	+$202K	0.04%	63

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

Great Point Wealth Advisors's MGK Position: Q2 2026 in Review

Great Point Wealth Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,635 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #67 among its holdings. This is a return to the name: Great Point Wealth Advisors previously reported a position in MGK as recently as Q4 2025.

Great Point Wealth Advisors first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Great Point Wealth Advisors held 2,635 shares of Vanguard Morningstar Mega Cap Growth ETF worth $232K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Great Point Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Great Point Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Great Point Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.