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

Monument Group 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	$445K	Buy	5,207 +97	+2%	+$8.28K	0.21%	24
2026 Q1	$376K	Hold	5,110	–	–	0.21%	24
2025 Q4	$422K	Buy	5,110 +10	+0.2%	+$821	0.23%	23
2025 Q3	$411K	Buy	5,100 +5	+0.1%	+$384	0.24%	21
2025 Q2	$373K	Hold	5,095	–	–	0.24%	28
2025 Q1	$315K	Hold	5,095	–	–	0.22%	34
2024 Q4	$350K	Buy	5,095 +10	+0.2%	+$673	0.25%	31
2024 Q3	$328K	Buy	5,085 +5	+0.1%	+$312	0.2%	35
2024 Q2	$319K	Hold	5,080	–	–	0.21%	33
2024 Q1	$291K	Buy	5,080 +5	+0.1%	+$276	0.22%	38
2023 Q4	$263K	Buy	+5,075	New	+$246K	0.22%	35

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

Monument Group Wealth Advisors's MGK Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.9% in Q2 2026, buying an estimated $8.28K and bringing the position to 5,207 shares worth $445K. The position accounts for 0.21% of the portfolio, ranked #24.

Monument Group Wealth Advisors 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.

Monument Group Wealth Advisors held 5,207 shares of Vanguard Morningstar Mega Cap Growth ETF worth $445K as of Q2 2026.
Monument Group Wealth Advisors bought 97 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $8.28K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.21% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Monument Group Wealth Advisors 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 Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.