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 Q3	$6.38M	Buy	68,863 +3,797	+6%	+$339K	1.85%	13
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 $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Mayfair Advisory Group's MGK Position: Q3 2026 in Review

Mayfair Advisory Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.8% in Q3 2026, buying an estimated $339K and bringing the position to 68,863 shares worth $6.38M. The position accounts for 1.85% of the portfolio, ranked #13.

Mayfair Advisory Group first reported a position in MGK in Q2 2021 and has held it in 16 quarters since. 459 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Mayfair Advisory Group held 68,863 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.38M as of Q3 2026.
Mayfair Advisory Group bought 3,797 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $339K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.85% of Mayfair Advisory Group's portfolio in Q3 2026, its #13 holding.
Mayfair Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 16 quarters since.
459 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.