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SC&H Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

SC&H 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 		$324K Hold
3,680
– – 0.04% 123
2026
Q1 		$270K Sell
3,680
-395
-10% -$31K 0.04% 131
2025
Q4 		$336K Buy
+4,075
New +$335K 0.05% 112

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

SC&H Financial Advisors's MGK Position: Q2 2026 in Review

SC&H Financial Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,680 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #123.

SC&H Financial Advisors first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • SC&H Financial Advisors held 3,680 shares of Vanguard Morningstar Mega Cap Growth ETF worth $324K as of Q2 2026.
  • SC&H Financial Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #123 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • SC&H Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $336K in Q4 2025.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.