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

Modern 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	$1.12M	Buy	12,698 +818	+7%	+$69.8K	0.01%	496
2026 Q1	$883K	Sell	11,880 -3,205	-21%	-$252K	0.02%	442
2025 Q4	$1.25M	Buy	15,085 +15	+0.1%	+$1.23K	0.02%	363
2025 Q3	$1.21M	Sell	15,070 -935	-6%	-$71.8K	0.02%	354
2025 Q2	$1.17M	Buy	16,005 +7,325	+84%	+$483K	0.03%	341
2025 Q1	$536K	Sell	8,680 -130	-1%	-$8.77K	0.02%	404
2024 Q4	$605K	Sell	8,810 -200	-2%	-$13.5K	0.02%	330
2024 Q3	$580K	Sell	9,010 -35	-0.4%	-$2.18K	0.04%	233
2024 Q2	$568K	Buy	9,045 +555	+7%	+$32.4K	0.04%	200
2024 Q1	$487K	Buy	8,490 +1,285	+18%	+$70.9K	0.05%	175
2023 Q4	$374K	Buy	+7,205	New	+$350K	0.05%	119

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

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

Modern Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.9% in Q2 2026, buying an estimated $69.8K and bringing the position to 12,698 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #496.

Modern Wealth Management first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Modern Wealth Management held 12,698 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.12M as of Q2 2026.
Modern Wealth Management bought 818 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $69.8K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #496 holding.
Modern Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.25M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.