VSM Wealth Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

VSM Wealth Advisory’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	$1.49M	Sell	16,919 -221	-1%	-$18.9K	0.4%	34
2026 Q1	$1.26M	Buy	17,140 +2,465	+17%	+$194K	0.38%	34
2025 Q4	$1.21M	Buy	14,675 +5,120	+54%	+$421K	0.36%	34
2025 Q3	$769K	Buy	9,555 +225	+2%	+$17.3K	0.24%	42
2025 Q2	$683K	Buy	9,330 +4,205	+82%	+$277K	0.23%	45
2025 Q1	$317K	Hold	5,125	–	–	0.11%	69
2024 Q4	$352K	Buy	+5,125	New	+$345K	0.13%	63

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

VSM Wealth Advisory's MGK Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.3% in Q2 2026, selling an estimated $18.9K and leaving 16,919 shares worth $1.49M. The position accounts for 0.4% of the portfolio, ranked #34.

VSM Wealth Advisory first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

VSM Wealth Advisory held 16,919 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.49M as of Q2 2026.
VSM Wealth Advisory sold 221 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $18.9K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.4% of VSM Wealth Advisory's portfolio in Q2 2026, its #34 holding.
VSM Wealth Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.