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

Sequoia 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	$749K	Buy	8,525 +1,090	+15%	+$93K	﹤0.01%	1083
2026 Q1	$546K	Hold	7,435	–	–	﹤0.01%	1227
2025 Q4	$614K	Buy	7,435 +130	+2%	+$10.7K	﹤0.01%	1159
2025 Q3	$588K	Buy	7,305 +1,065	+17%	+$81.7K	﹤0.01%	1053
2025 Q2	$457K	Buy	6,240 +2,730	+78%	+$180K	﹤0.01%	1047
2025 Q1	$217K	Buy	+3,510	New	+$237K	﹤0.01%	1224

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

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

Sequoia Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 15% in Q2 2026, buying an estimated $93K and bringing the position to 8,525 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Sequoia Financial Advisors first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sequoia Financial Advisors held 8,525 shares of Vanguard Morningstar Mega Cap Growth ETF worth $749K as of Q2 2026.
Sequoia Financial Advisors bought 1,090 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $93K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1083 holding.
Sequoia Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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