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

Kingswood 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	$3.47M	Buy	39,473 +2,258	+6%	+$193K	0.14%	165
2026 Q1	$2.73M	Buy	37,215 +19,455	+110%	+$1.53M	0.13%	180
2025 Q4	$1.47M	Buy	17,760 +8,680	+96%	+$713K	0.07%	277
2025 Q3	$731K	Buy	9,080 +80	+0.9%	+$6.14K	0.04%	374
2025 Q2	$659K	Buy	9,000 +500	+6%	+$33K	0.05%	350
2025 Q1	$529K	Sell	8,500 -18,500	-69%	-$1.25M	0.05%	377
2024 Q4	$1.85M	Buy	+27,000	New	+$1.82M	0.14%	160
2024 Q3	–	Sell	-8,500	Closed	-$534K	–	719
2024 Q2	$534K	Hold	8,500	–	–	0.05%	370
2024 Q1	$487K	Hold	8,500	–	–	0.06%	355
2023 Q4	$441K	Buy	8,500 +500	+6%	+$24.3K	0.05%	375
2023 Q3	$372K	Hold	8,000	–	–	0.06%	300
2023 Q2	$377K	Buy	+8,000	New	+$345K	0.12%	169

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

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

Kingswood Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.1% in Q2 2026, buying an estimated $193K and bringing the position to 39,473 shares worth $3.47M. The position accounts for 0.14% of the portfolio, ranked #165.

Kingswood Wealth Advisors first reported a position in MGK in Q2 2023 and has held it in 12 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Kingswood Wealth Advisors held 39,473 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.47M as of Q2 2026.
Kingswood Wealth Advisors bought 2,258 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $193K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.