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Keystone Wealth Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Keystone Wealth Services’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 		$346K Sell
3,933
-2
-0.1% -$171 0.06% 239
2026
Q1 		$289K Buy
3,935
+330
+9% +$25.9K 0.06% 249
2025
Q4 		$298K Buy
3,605
+570
+19% +$46.8K 0.06% 199
2025
Q3 		$244K Buy
+3,035
New +$233K 0.05% 263

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Keystone Wealth Services's MGK Position: Q2 2026 in Review

Keystone Wealth Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.05% in Q2 2026, selling an estimated $171 and leaving 3,933 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #239.

Keystone Wealth Services first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Keystone Wealth Services held 3,933 shares of Vanguard Morningstar Mega Cap Growth ETF worth $346K as of Q2 2026.
  • Keystone Wealth Services sold 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Keystone Wealth Services's portfolio in Q2 2026, its #239 holding.
  • Keystone Wealth Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.