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

Pillar 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	$3.85M	Sell	43,793 -2,487	-5%	-$212K	2.01%	12
2026 Q1	$3.4M	Sell	46,280 -1,105	-2%	-$86.8K	1.99%	13
2025 Q4	$3.91M	Sell	47,385 -970	-2%	-$79.7K	2.36%	11
2025 Q3	$3.89M	Sell	48,355 -350	-0.7%	-$26.9K	2.44%	11
2025 Q2	$3.57M	Sell	48,705 -695	-1%	-$45.8K	2.46%	12
2025 Q1	$3.05M	Hold	49,400	–	–	2.27%	12
2024 Q4	$3.39M	Buy	+49,400	New	+$3.32M	2.6%	11

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Pillar Financial Advisors's MGK Position: Q2 2026 in Review

Pillar Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.4% in Q2 2026, selling an estimated $212K and leaving 43,793 shares worth $3.85M. The position accounts for 2.01% of the portfolio, ranked #12.

Pillar Financial Advisors first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.91M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Pillar Financial Advisors held 43,793 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.85M as of Q2 2026.
Pillar Financial Advisors sold 2,487 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $212K.
Vanguard Morningstar Mega Cap Growth ETF made up 2.01% of Pillar Financial Advisors's portfolio in Q2 2026, its #12 holding.
Pillar Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Pillar Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.91M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.