High Net Worth Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

High Net Worth Advisory Group’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	$4M	Buy	45,447 +777	+2%	+$66.3K	0.85%	27
2026 Q1	$3.28M	Sell	44,670 -2,410	-5%	-$189K	0.77%	33
2025 Q4	$3.89M	Buy	47,080 +13,405	+40%	+$1.1M	0.9%	28
2025 Q3	$2.71M	Buy	33,675 +10,765	+47%	+$826K	0.65%	42
2025 Q2	$1.68M	Buy	22,910 +1,220	+6%	+$80.4K	0.44%	52
2025 Q1	$1.34M	Buy	21,690 +1,975	+10%	+$133K	0.38%	64
2024 Q4	$1.35M	Buy	19,715 +3,395	+21%	+$229K	0.38%	63
2024 Q3	$1.05M	Hold	16,320	–	–	0.29%	77
2024 Q2	$1.03M	Hold	16,320	–	–	0.31%	72
2024 Q1	$935K	Buy	16,320 +1,320	+9%	+$72.8K	0.29%	79
2023 Q4	$779K	Hold	15,000	–	–	0.29%	80
2023 Q3	$681K	Hold	15,000	–	–	0.27%	87
2023 Q2	$706K	Hold	15,000	–	–	0.27%	88
2023 Q1	$614K	Hold	15,000	–	–	0.25%	96
2022 Q4	$516K	Buy	+15,000	New	+$537K	0.2%	103

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

High Net Worth Advisory Group's MGK Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.7% in Q2 2026, buying an estimated $66.3K and bringing the position to 45,447 shares worth $4M. The position accounts for 0.85% of the portfolio, ranked #27.

High Net Worth Advisory Group first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

High Net Worth Advisory Group held 45,447 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4M as of Q2 2026.
High Net Worth Advisory Group bought 777 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $66.3K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.85% of High Net Worth Advisory Group's portfolio in Q2 2026, its #27 holding.
High Net Worth Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.