NWWA
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New Wave Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

New Wave 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 		$1.47M Buy
+16,704
New +$1.43M 0.4% 55
2024
Q3 		– Sell
-14,790
Closed -$929K – 160
2024
Q2 		$929K Buy
+14,790
New +$863K 0.5% 46

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

New Wave Wealth Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 16,704 shares worth $1.47M. The stake represents 0.4% of the portfolio and ranks #55 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in MGK as recently as Q2 2024.

New Wave Wealth Advisors first reported a position in MGK in Q2 2024 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • New Wave Wealth Advisors held 16,704 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.47M as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new New Wave Wealth Advisors position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.4% of New Wave Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • New Wave Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.