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

Heartwood 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
Q3 		$1.18M Buy
12,760
+370
+3% +$33K 0.09% 97
2026
Q2 		$1.09M Hold
12,390
– – 0.08% 102
2026
Q1 		$911K Buy
12,390
+30
+0.2% +$2.36K 0.08% 102
2025
Q4 		$1.02M Hold
12,360
– – 0.09% 87
2025
Q3 		$995K Hold
12,360
– – 0.09% 87
2025
Q2 		$905K Sell
12,360
-165
-1% -$10.9K 0.09% 87
2025
Q1 		$774K Buy
12,525
+250
+2% +$16.9K 0.09% 83
2024
Q4 		$843K Hold
12,275
– – 0.09% 79
2024
Q3 		$790K Sell
12,275
-115
-0.9% -$7.17K 0.09% 80
2024
Q2 		$779K Hold
12,390
– – 0.09% 80
2024
Q1 		$710K Buy
+12,390
New +$684K 0.09% 77

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Heartwood Wealth Advisors's MGK Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3% in Q3 2026, buying an estimated $33K and bringing the position to 12,760 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #97.

Heartwood Wealth Advisors first reported a position in MGK in Q1 2024 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Heartwood Wealth Advisors held 12,760 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.18M as of Q3 2026.
  • Heartwood Wealth Advisors bought 370 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $33K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #97 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.