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

Pure 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	$474K	Buy	5,392 +2	+0%	+$171	0.01%	385
2026 Q1	$396K	Sell	5,390 -255	-5%	-$20K	0.01%	389
2025 Q4	$466K	Buy	5,645 +120	+2%	+$9.86K	0.01%	331
2025 Q3	$445K	Buy	5,525 +50	+0.9%	+$3.84K	0.01%	329
2025 Q2	$401K	Sell	5,475 -420	-7%	-$27.7K	0.01%	335
2025 Q1	$364K	Sell	5,895 -200	-3%	-$13.5K	0.01%	289
2024 Q4	$419K	Sell	6,095 -185	-3%	-$12.5K	0.01%	243
2024 Q3	$404K	Buy	6,280 +580	+10%	+$36.2K	0.01%	238
2024 Q2	$358K	Sell	5,700 -130	-2%	-$7.58K	0.01%	236
2024 Q1	$334K	Sell	5,830 -270	-4%	-$14.9K	0.01%	243
2023 Q4	$317K	Hold	6,100	–	–	0.01%	244
2023 Q3	$277K	Hold	6,100	–	–	0.01%	224
2023 Q2	$287K	Sell	6,100 -30	-0.5%	-$1.29K	0.01%	218
2023 Q1	$251K	Hold	6,130	–	–	0.01%	224
2022 Q4	$211K	Buy	+6,130	New	+$220K	0.01%	230
2022 Q1	–	Sell	-4,430	Closed	-$231K	–	230
2021 Q4	$231K	Buy	+4,430	New	+$224K	0.01%	197

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

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

Pure Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.04% in Q2 2026, buying an estimated $171 and bringing the position to 5,392 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #385.

Pure Financial Advisors first reported a position in MGK in Q4 2021 and has held it in 16 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Pure Financial Advisors held 5,392 shares of Vanguard Morningstar Mega Cap Growth ETF worth $474K as of Q2 2026.
Pure Financial Advisors bought 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #385 holding.
Pure Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.