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

SOA 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 		$544K Buy
6,187
+2
+0% +$171 0.09% 120
2026
Q1 		$454K Sell
6,185
-755
-11% -$59.3K 0.09% 127
2025
Q4 		$573K Buy
6,940
+10
+0.1% +$821 0.1% 115
2025
Q3 		$558K Buy
6,930
+5
+0.1% +$384 0.1% 114
2025
Q2 		$507K Hold
6,925
– – 0.1% 118
2025
Q1 		$428K Buy
6,925
+5
+0.1% +$337 0.09% 120
2024
Q4 		$475K Buy
6,920
+10
+0.1% +$673 0.09% 115
2024
Q3 		$445K Buy
6,910
+10
+0.1% +$624 0.08% 119
2024
Q2 		$434K Hold
6,900
– – 0.09% 119
2024
Q1 		$396K Buy
6,900
+765
+12% +$42.2K 0.08% 122
2023
Q4 		$318K Buy
6,135
+925
+18% +$44.9K 0.07% 134
2023
Q3 		$236K Buy
5,210
+5
+0.1% +$236 0.06% 147
2023
Q2 		$245K Buy
5,205
+10
+0.2% +$431 0.06% 146
2023
Q1 		$213K Buy
5,195
+400
+8% +$15.2K 0.05% 148
2022
Q4 		$165K Sell
4,795
-375
-7% -$13.4K 0.04% 169
2022
Q3 		$180K Hold
5,170
– – 0.05% 151
2022
Q2 		$187K Buy
5,170
+605
+13% +$24.3K 0.06% 150
2022
Q1 		$215K Buy
4,565
+4,525
+11,313% +$210K 0.05% 154
2021
Q4 		$2K Buy
+40
New +$2.03K ﹤0.01% 782

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

SOA Wealth Advisors's MGK Position: Q2 2026 in Review

SOA Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.03% in Q2 2026, buying an estimated $171 and bringing the position to 6,187 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #120.

SOA Wealth Advisors first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. The position peaked at $573K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • SOA Wealth Advisors held 6,187 shares of Vanguard Morningstar Mega Cap Growth ETF worth $544K as of Q2 2026.
  • SOA Wealth Advisors bought 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of SOA Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • SOA Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $573K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.