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

Mascoma Wealth Management’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	$24.6K	Hold	280	–	–	﹤0.01%	243
2026 Q1	$20.6K	Hold	280	–	–	﹤0.01%	258
2025 Q4	$23.1K	Hold	280	–	–	0.01%	245
2025 Q3	$22.5K	Hold	280	–	–	0.01%	257
2025 Q2	$20.5K	Hold	280	–	–	﹤0.01%	259
2025 Q1	$17.3K	Sell	280 -1,620	-85%	-$109K	﹤0.01%	274
2024 Q4	$130K	Buy	+1,900	New	+$128K	0.03%	117

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

Mascoma Wealth Management's MGK Position: Q2 2026 in Review

Mascoma Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 280 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Mascoma Wealth Management first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $130K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Mascoma Wealth Management held 280 shares of Vanguard Morningstar Mega Cap Growth ETF worth $24.6K as of Q2 2026.
Mascoma Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #243 holding.
Mascoma Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Mascoma Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $130K in Q4 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.