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

Maia Wealth’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	$360K	Buy	4,096 +801	+24%	+$68.4K	0.05%	262
2026 Q1	$242K	Sell	3,295 -625	-16%	-$49.1K	0.04%	317
2025 Q4	$303K	Sell	3,920 -665	-15%	-$54.6K	0.05%	282
2025 Q3	$383K	Buy	4,585 +235	+5%	+$18K	0.06%	245
2025 Q2	$319K	Sell	4,350 -280	-6%	-$18.5K	0.06%	250
2025 Q1	$280K	Sell	4,630 -1,830	-28%	-$123K	0.06%	244
2024 Q4	$444K	Buy	6,460 +2,975	+85%	+$200K	0.1%	179
2024 Q3	$228K	Buy	+3,485	New	+$217K	0.06%	226

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

Maia Wealth's MGK Position: Q2 2026 in Review

Maia Wealth increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 24% in Q2 2026, buying an estimated $68.4K and bringing the position to 4,096 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #262.

Maia Wealth first reported a position in MGK in Q3 2024 and has held it in 8 quarters since. The position peaked at $444K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Maia Wealth held 4,096 shares of Vanguard Morningstar Mega Cap Growth ETF worth $360K as of Q2 2026.
Maia Wealth bought 801 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $68.4K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #262 holding.
Maia Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Maia Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $444K in Q4 2024.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.