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

Hilltop 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	$3.58M	Sell	40,715 -665	-2%	-$56.8K	1.77%	14
2026 Q1	$3.04M	Sell	41,380 -545	-1%	-$42.8K	1.82%	14
2025 Q4	$3.46M	Sell	41,925 -1,135	-3%	-$93.2K	1.74%	17
2025 Q3	$3.47M	Sell	43,060 -970	-2%	-$74.4K	1.81%	17
2025 Q2	$3.22M	Sell	44,030 -1,085	-2%	-$71.5K	1.81%	13
2025 Q1	$2.79M	Sell	45,115 -5,905	-12%	-$398K	1.57%	15
2024 Q4	$3.5M	Sell	51,020 -1,250	-2%	-$84.1K	1.77%	13
2024 Q3	$3.37M	Sell	52,270 -1,695	-3%	-$106K	1.57%	15
2024 Q2	$3.39M	Sell	53,965 -520	-1%	-$30.3K	1.7%	13
2024 Q1	$3.12M	Sell	54,485 -1,585	-3%	-$87.5K	1.6%	15
2023 Q4	$2.91M	Sell	56,070 -5,870	-9%	-$285K	1.66%	14
2023 Q3	$2.81M	Sell	61,940 -3,160	-5%	-$149K	2.18%	11
2023 Q2	$3.06M	Sell	65,100 -445	-0.7%	-$19.2K	2.26%	11
2023 Q1	$2.68M	Sell	65,545 -865	-1%	-$32.8K	2.16%	11
2022 Q4	$2.29M	Sell	66,410 -2,775	-4%	-$99.4K	1.94%	11
2022 Q3	$2.41M	Sell	69,185 -85	-0.1%	-$3.35K	2.48%	11
2022 Q2	$2.52M	Sell	69,270 -410	-0.6%	-$16.5K	2.45%	10
2022 Q1	$3.28M	Sell	69,680 -5,585	-7%	-$259K	2.79%	9
2021 Q4	$3.92M	Sell	75,265 -2,305	-3%	-$117K	2.73%	12
2021 Q3	$3.64M	Sell	77,570 -3,915	-5%	-$189K	2.56%	12
2021 Q2	$3.77M	Sell	81,485 -865	-1%	-$38.1K	2.67%	12
2021 Q1	$3.41M	Sell	82,350 -14,120	-15%	-$582K	2.61%	12
2020 Q4	$3.93M	Sell	96,470 -3,035	-3%	-$117K	3.5%	11
2020 Q3	$3.69M	Sell	99,505 -1,630	-2%	-$58.7K	3.74%	11
2020 Q2	$3.31M	Sell	101,135 -18,010	-15%	-$537K	3.62%	11
2020 Q1	$3.03M	Sell	119,145 -6,265	-5%	-$181K	3.7%	8
2019 Q4	$3.65M	Buy	+125,410	New	+$3.46M	3.79%	8

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

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

Hilltop Wealth Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.6% in Q2 2026, selling an estimated $56.8K and leaving 40,715 shares worth $3.58M. The position accounts for 1.77% of the portfolio, ranked #14.

Hilltop Wealth Advisors first reported a position in MGK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.93M in Q4 2020. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Hilltop Wealth Advisors held 40,715 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.58M as of Q2 2026.
Hilltop Wealth Advisors sold 665 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $56.8K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.77% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Hilltop Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.93M in Q4 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.