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

Monograph 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 		$447K Hold
5,085
– – 0.04% 100
2026
Q1 		$374K Sell
5,085
-990
-16% -$77.8K 0.04% 108
2025
Q4 		$502K Buy
6,075
+990
+19% +$81.3K 0.05% 87
2025
Q3 		$410K Buy
+5,085
New +$390K 0.04% 105

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

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

Monograph Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 5,085 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #100.

Monograph Wealth Advisors first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Monograph Wealth Advisors held 5,085 shares of Vanguard Morningstar Mega Cap Growth ETF worth $447K as of Q2 2026.
  • Monograph Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Monograph Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $502K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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