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

Mosaic 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
Q1 		$1.71M Buy
101,730
+81,400
+400% +$6.39M 2.56% 13
2025
Q4 		$1.68M Buy
+20,330
New +$1.67M 3.22% 10

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 $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mosaic Advisors's MGK Position: Q1 2026 in Review

Mosaic Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 400% in Q1 2026, buying an estimated $6.39M and bringing the position to 101,730 shares worth $1.71M. The position accounts for 2.56% of the portfolio, ranked #13.

Mosaic Advisors first reported a position in MGK in Q4 2025 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Mosaic Advisors held 101,730 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.71M as of Q1 2026.
  • Mosaic Advisors bought 81,400 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $6.39M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 2.56% of Mosaic Advisors's portfolio in Q1 2026, its #13 holding.
  • Mosaic Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.