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New England Private Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

New England Private 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 		$611K Buy
7,205
+5
+0.1% +$427 0.06% 133
2026
Q1 		$529K Buy
7,200
+10
+0.1% +$785 0.06% 131
2025
Q4 		$594K Sell
7,190
-905
-11% -$74.3K 0.07% 118
2025
Q3 		$651K Hold
8,095
– – 0.09% 112
2025
Q2 		$616K Buy
8,095
+10
+0.1% +$659 0.09% 102
2025
Q1 		$499K Hold
8,085
– – 0.08% 100
2024
Q4 		$555K Buy
8,085
+2,205
+38% +$148K 0.09% 98
2024
Q3 		$378K Buy
5,880
+15
+0.3% +$936 0.06% 107
2024
Q2 		$369K Sell
5,865
-5
-0.1% -$292 0.06% 106
2024
Q1 		$336K Buy
5,870
+15
+0.3% +$828 0.06% 110
2023
Q4 		$304K Buy
5,855
+5
+0.1% +$243 0.06% 111
2023
Q3 		$265K Buy
5,850
+15
+0.3% +$708 0.06% 103
2023
Q2 		$275K Hold
5,835
– – 0.06% 98
2023
Q1 		$239K Buy
5,835
+10
+0.2% +$379 0.05% 98
2022
Q4 		$201K Buy
5,825
+15
+0.3% +$537 0.04% 104
2022
Q3 		$202K Buy
5,810
+15
+0.3% +$591 0.05% 91
2022
Q2 		$273K Sell
5,795
-15
-0.3% -$603 0.05% 90
2022
Q1 		$273K Buy
5,810
+5
+0.1% +$232 0.05% 91
2021
Q4 		$303K Buy
5,805
+10
+0.2% +$506 0.05% 88
2021
Q3 		$272K Hold
5,795
– – 0.05% 89
2021
Q2 		$268K Buy
5,795
+10
+0.2% +$440 0.05% 88
2021
Q1 		$239K Buy
5,785
+5
+0.1% +$206 0.04% 88
2020
Q4 		$235K Buy
5,780
+10
+0.2% +$387 0.05% 78
2020
Q3 		$215K Buy
+5,770
New +$208K 0.05% 76

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

New England Private Wealth Advisors's MGK Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.07% in Q2 2026, buying an estimated $427 and bringing the position to 7,205 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #133.

New England Private Wealth Advisors first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. The position peaked at $651K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • New England Private Wealth Advisors held 7,205 shares of Vanguard Morningstar Mega Cap Growth ETF worth $611K as of Q2 2026.
  • New England Private Wealth Advisors bought 5 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $427.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of New England Private Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • New England Private Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $651K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.