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Pacific Excel Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Pacific Excel 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 		– Sell
-40,495
Closed -$2.98M – 288
2026
Q1 		$2.98M Buy
40,495
+15,730
+64% +$1.24M 3.13% 2
2025
Q4 		$2.04M Buy
+24,765
New +$2.03M 3.86% 2

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

Pacific Excel Wealth Advisors's MGK Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 40,495 shares — an estimated $2.98M sold.

Pacific Excel Wealth Advisors first reported a position in MGK in Q4 2025 and held it in 2 quarters. The position peaked at $2.98M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 40,495 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.98M.
  • Pacific Excel Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.98M in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.