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

TCI 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	$559K	Buy	6,355 +1,305	+26%	+$111K	0.02%	153
2026 Q1	$371K	Buy	5,050 +185	+4%	+$14.5K	0.02%	173
2025 Q4	$402K	Hold	4,865	–	–	0.02%	164
2025 Q3	$392K	Buy	4,865 +1,100	+29%	+$84.4K	0.02%	172
2025 Q2	$276K	Buy	+3,765	New	+$248K	0.02%	194
2023 Q2	–	Sell	-1,320	Closed	-$54K	–	1396
2023 Q1	$54K	Hold	1,320	–	–	0.01%	415
2022 Q4	$45.4K	Hold	1,320	–	–	0.01%	437
2022 Q3	$46K	Hold	1,320	–	–	0.01%	388
2022 Q2	$48K	Hold	1,320	–	–	0.01%	376
2022 Q1	$62K	Hold	1,320	–	–	0.01%	350
2021 Q4	$69K	Hold	1,320	–	–	0.01%	338
2021 Q3	$62K	Hold	1,320	–	–	0.01%	368
2021 Q2	$61K	Hold	1,320	–	–	0.01%	352
2021 Q1	$55K	Hold	1,320	–	–	0.02%	335
2020 Q4	$54K	Hold	1,320	–	–	0.02%	323
2020 Q3	$49K	Hold	1,320	–	–	0.02%	313
2020 Q2	$43K	Hold	1,320	–	–	0.02%	332
2020 Q1	$34K	Hold	1,320	–	–	0.02%	370
2019 Q4	$38K	Buy	+1,320	New	+$36.5K	0.01%	437

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

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

TCI Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 26% in Q2 2026, buying an estimated $111K and bringing the position to 6,355 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #153.

TCI Wealth Advisors first reported a position in MGK in Q4 2019 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

TCI Wealth Advisors held 6,355 shares of Vanguard Morningstar Mega Cap Growth ETF worth $559K as of Q2 2026.
TCI Wealth Advisors bought 1,305 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $111K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #153 holding.
TCI Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.