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McClarren Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

McClarren Financial 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 		$9.33M Buy
106,151
+591
+0.6% +$50.4K 4.82% 6
2026
Q1 		$7.76M Sell
105,560
-83,695
-44% -$6.57M 4.59% 6
2025
Q4 		$8.53M Buy
189,255
+43,600
+30% +$3.58M 5.09% 6
2025
Q3 		$8.57M Buy
145,655
+38,825
+36% +$2.98M 5.24% 6
2025
Q2 		$7.82M Sell
106,830
-21,445
-17% -$1.41M 5.09% 6
2025
Q1 		$6.52M Buy
+128,275
New +$8.66M 4.31% 6
2024
Q4 		– Sell
-129,390
Closed -$1.75K – 272
2024
Q3 		$1.75K Sell
129,390
-52,850
-29% -$3.3M 0.22% 32
2024
Q2 		$6.88M Buy
182,240
+77,095
+73% +$4.5M 4.8% 5
2024
Q1 		$6.03M Sell
105,145
-1,405
-1% -$77.5K 4.33% 6
2023
Q4 		$5.53M Buy
106,550
+1,615
+2% +$78.4K 4.21% 6
2023
Q3 		$4.75M Buy
104,935
+1,430
+1% +$67.5K 4.14% 6
2023
Q2 		$4.87M Buy
103,505
+1,645
+2% +$70.9K 4.03% 6
2023
Q1 		$4.12M Sell
101,860
-13,185
-11% -$500K 3.75% 7
2022
Q4 		$3.96M Sell
115,045
-4,510
-4% -$161K 3.76% 6
2022
Q3 		$4.17M Buy
119,555
+77,720
+186% +$3.06M 4.15% 8
2022
Q2 		$1.52M Sell
41,835
-86,190
-67% -$3.47M 4.86% 9
2022
Q1 		$6.02M Sell
128,025
-2,490
-2% -$115K 4.36% 8
2021
Q4 		$6.79M Sell
130,515
-1,520
-1% -$77K 4.63% 8
2021
Q3 		$6.2M Sell
132,035
-10,275
-7% -$497K 4.83% 6
2021
Q2 		$6.57M Sell
142,310
-19,395
-12% -$854K 5.33% 6
2021
Q1 		$6.7M Buy
161,705
+3,670
+2% +$151K 5.99% 4
2020
Q4 		$6.44M Buy
+158,035
New +$6.12M 6.19% 4

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McClarren Financial Advisors's MGK Position: Q2 2026 in Review

McClarren Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.56% in Q2 2026, buying an estimated $50.4K and bringing the position to 106,151 shares worth $9.33M. The position accounts for 4.82% of the portfolio, ranked #6.

McClarren Financial Advisors first reported a position in MGK in Q4 2020 and has held it in 22 quarters since. 560 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • McClarren Financial Advisors held 106,151 shares of Vanguard Morningstar Mega Cap Growth ETF worth $9.33M as of Q2 2026.
  • McClarren Financial Advisors bought 591 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $50.4K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 4.82% of McClarren Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 560 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.