Mayfair Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Mayfair Advisory Group’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	$5.52M	Buy	65,066 +4,646	+8%	+$397K	1.66%	14
2026 Q1	$4.44M	Buy	60,420 +4,075	+7%	+$320K	1.55%	15
2025 Q4	$4.63M	Buy	56,345 +24,500	+77%	+$2.01M	1.8%	13
2025 Q3	$2.56M	Buy	31,845 +40	+0.1%	+$3.07K	1.1%	24
2025 Q2	$2.45M	Buy	31,805 +27,695	+674%	+$1.83M	1.16%	22
2025 Q1	$254K	Buy	4,110 +45	+1%	+$3.04K	0.15%	132
2024 Q4	$279K	Hold	4,065	–	–	0.16%	117
2024 Q3	$261K	Hold	4,065	–	–	0.16%	120
2024 Q2	$264K	Buy	4,065 +10	+0.2%	+$583	0.18%	111
2024 Q1	$233K	Buy	4,055 +15	+0.4%	+$828	0.17%	122
2023 Q4	$206K	Buy	+4,040	New	+$196K	0.18%	124
2022 Q2	–	Sell	-4,720	Closed	-$223K	–	121
2022 Q1	$223K	Hold	4,720	–	–	0.29%	97
2021 Q4	$238K	Hold	4,720	–	–	0.32%	81
2021 Q3	$219K	Hold	4,720	–	–	0.34%	86
2021 Q2	$218K	Buy	+4,720	New	+$208K	0.35%	85

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

Mayfair Advisory Group's MGK Position: Q2 2026 in Review

Mayfair Advisory Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.7% in Q2 2026, buying an estimated $397K and bringing the position to 65,066 shares worth $5.52M. The position accounts for 1.66% of the portfolio, ranked #14.

Mayfair Advisory Group first reported a position in MGK in Q2 2021 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Mayfair Advisory Group held 65,066 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.52M as of Q2 2026.
Mayfair Advisory Group bought 4,646 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $397K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.66% of Mayfair Advisory Group's portfolio in Q2 2026, its #14 holding.
Mayfair Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.