Measured Wealth Private Client Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Measured Wealth Private Client 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	$725K	Sell	8,249 -1	-0%	-$85	0.18%	86
2026 Q1	$606K	Hold	8,250	–	–	0.17%	90
2025 Q4	$681K	Sell	8,250 -790	-9%	-$64.9K	0.18%	74
2025 Q3	$728K	Hold	9,040	–	–	0.2%	68
2025 Q2	$662K	Sell	9,040 -145	-2%	-$9.56K	0.2%	75
2025 Q1	$567K	Hold	9,185	–	–	0.18%	77
2024 Q4	$631K	Hold	9,185	–	–	0.2%	67
2024 Q3	$592K	Hold	9,185	–	–	0.2%	66
2024 Q2	$577K	Hold	9,185	–	–	0.2%	75
2024 Q1	$527K	Hold	9,185	–	–	0.18%	90
2023 Q4	$477K	Hold	9,185	–	–	0.18%	97
2023 Q3	$417K	Sell	9,185 -415	-4%	-$19.6K	0.17%	98
2023 Q2	$452K	Hold	9,600	–	–	0.17%	98
2023 Q1	$393K	Hold	9,600	–	–	0.15%	108
2022 Q4	$330K	Hold	9,600	–	–	0.14%	104
2022 Q3	$335K	Hold	9,600	–	–	0.15%	91
2022 Q2	$349K	Sell	9,600 -90	-0.9%	-$3.62K	0.15%	100
2022 Q1	$456K	Hold	9,690	–	–	0.17%	77
2021 Q4	$505K	Hold	9,690	–	–	0.18%	73
2021 Q3	$455K	Hold	9,690	–	–	0.18%	76
2021 Q2	$448K	Hold	9,690	–	–	0.14%	90
2021 Q1	$401K	Hold	9,690	–	–	0.14%	82
2020 Q4	$395K	Hold	9,690	–	–	0.16%	71
2020 Q3	$359K	Sell	9,690 -955	-9%	-$34.4K	0.17%	74
2020 Q2	$348K	Sell	10,645 -745	-7%	-$22.2K	0.2%	66
2020 Q1	$290K	Hold	11,390	–	–	0.23%	64
2019 Q4	$332K	Buy	11,390 +5	+0%	+$138	0.22%	68
2019 Q3	$302K	Sell	11,385 -12,785	-53%	-$338K	0.2%	81
2019 Q2	$626K	Sell	24,170 -3,545	-13%	-$90.2K	0.36%	50
2019 Q1	$689K	Buy	27,715 +345	+1%	+$8.11K	0.42%	42
2018 Q4	$586K	Sell	27,370 -5,970	-18%	-$138K	0.53%	34
2018 Q3	$855K	Sell	33,340 -2,910	-8%	-$72.6K	0.51%	28
2018 Q2	$862K	Buy	+36,250	New	+$846K	0.7%	25
2017 Q3	$1.1M	Buy	+52,585	New	+$1.08M	1.51%	16

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

Measured Wealth Private Client Group's MGK Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.01% in Q2 2026, selling an estimated $85 and leaving 8,249 shares worth $725K. The position accounts for 0.18% of the portfolio, ranked #86.

Measured Wealth Private Client Group first reported a position in MGK in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.1M in Q3 2017. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Measured Wealth Private Client Group held 8,249 shares of Vanguard Morningstar Mega Cap Growth ETF worth $725K as of Q2 2026.
Measured Wealth Private Client Group sold 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #86 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2017 and has held it in 34 quarters since.
Measured Wealth Private Client Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.1M in Q3 2017.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.