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New England Capital Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

New England Capital Financial 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 		$35.2K Sell
400
-465
-54% -$39.7K 0.01% 159
2026
Q1 		$63.6K Hold
865
– – 0.02% 114
2025
Q4 		$71.4K Buy
865
+125
+17% +$10.3K 0.03% 108
2025
Q3 		$59.6K Hold
740
– – 0.03% 120
2025
Q2 		$54.2K Hold
740
– – 0.02% 117
2025
Q1 		$45.7K Hold
740
– – 0.02% 116
2024
Q4 		$50.8K Hold
740
– – 0.02% 116
2024
Q3 		$47.6K Hold
740
– – 0.02% 116
2024
Q2 		$46.5K Hold
740
– – 0.03% 114
2024
Q1 		$42.4K Buy
740
+300
+68% +$16.6K 0.02% 120
2023
Q4 		$22.8K Buy
440
+80
+22% +$3.88K 0.01% 157
2023
Q3 		$16.3K Buy
+360
New +$17K 0.01% 185

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

New England Capital Financial Advisors's MGK Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 54% in Q2 2026, selling an estimated $39.7K and leaving 400 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #159.

New England Capital Financial Advisors first reported a position in MGK in Q3 2023 and has held it in 12 quarters since. The position peaked at $71.4K in Q4 2025. 802 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • New England Capital Financial Advisors held 400 shares of Vanguard Morningstar Mega Cap Growth ETF worth $35.2K as of Q2 2026.
  • New England Capital Financial Advisors sold 465 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $39.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • New England Capital Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • New England Capital Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $71.4K in Q4 2025.
  • 802 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.