MFA Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

MFA Wealth 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	$691K	Buy	7,862 +2	+0%	+$171	0.12%	63
2026 Q1	$578K	Sell	7,860 -365	-4%	-$28.7K	0.11%	61
2025 Q4	$679K	Hold	8,225	–	–	0.14%	60
2025 Q3	$662K	Sell	8,225 -5	-0.1%	-$384	0.14%	62
2025 Q2	$603K	Sell	8,230 -8,565	-51%	-$564K	0.14%	60
2025 Q1	$1.04M	Sell	16,795 -980	-6%	-$66.1K	0.26%	43
2024 Q4	$1.22M	Sell	17,775 -11,990	-40%	-$807K	0.31%	40
2024 Q3	$1.92M	Sell	29,765 -477,055	-94%	-$29.8M	0.42%	43
2024 Q2	$31.8M	Sell	506,820 -3,560	-0.7%	-$208K	6.96%	3
2024 Q1	$29.3M	Sell	510,380 -17,445	-3%	-$963K	7.69%	3
2023 Q4	$27.4M	Sell	527,825 -8,215	-2%	-$399K	7.7%	4
2023 Q3	$24.3M	Sell	536,040 -18,715	-3%	-$883K	7.55%	4
2023 Q2	$26.1M	Buy	+554,755	New	+$23.9M	8.22%	3

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

MFA Wealth Advisors's MGK Position: Q2 2026 in Review

MFA Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.03% in Q2 2026, buying an estimated $171 and bringing the position to 7,862 shares worth $691K. The position accounts for 0.12% of the portfolio, ranked #63.

MFA Wealth Advisors first reported a position in MGK in Q2 2023 and has held it in 13 quarters since. The position peaked at $31.8M in Q2 2024. 1,016 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

MFA Wealth Advisors held 7,862 shares of Vanguard Morningstar Mega Cap Growth ETF worth $691K as of Q2 2026.
MFA Wealth Advisors bought 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of MFA Wealth Advisors's portfolio in Q2 2026, its #63 holding.
MFA Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
MFA Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $31.8M in Q2 2024.
1,016 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.