MWM
MGK icon

Mission Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Mission Wealth Management’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 		$4.34M Buy
49,367
+30,637
+164% +$2.61M 0.05% 194
2026
Q1 		$1.38M Sell
18,730
-640
-3% -$50.3K 0.03% 271
2025
Q4 		$1.6M Sell
19,370
-85
-0.4% -$6.98K 0.03% 247
2025
Q3 		$1.57M Sell
19,455
-195
-1% -$15K 0.03% 248
2025
Q2 		$1.44M Buy
19,650
+13,205
+205% +$870K 0.03% 252
2025
Q1 		$398K Buy
6,445
+5
+0.1% +$337 0.01% 509
2024
Q4 		$442K Buy
6,440
+3,210
+99% +$216K 0.01% 449
2024
Q3 		$208K Sell
3,230
-50
-2% -$3.12K 0.01% 630
2024
Q2 		$206K Sell
3,280
-710
-18% -$41.4K 0.01% 612
2024
Q1 		$229K Buy
3,990
+75
+2% +$4.14K 0.01% 614
2023
Q4 		$203K Buy
+3,915
New +$190K 0.01% 553

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Mission Wealth Management's MGK Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 164% in Q2 2026, buying an estimated $2.61M and bringing the position to 49,367 shares worth $4.34M. The position accounts for 0.05% of the portfolio, ranked #194.

Mission Wealth Management first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Mission Wealth Management held 49,367 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.34M as of Q2 2026.
  • Mission Wealth Management bought 30,637 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.61M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Mission Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.