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Waters Parkerson & Co’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Waters Parkerson & Co’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 		$531K Buy
6,041
+6
+0.1% +$512 0.03% 137
2026
Q1 		$444K Buy
6,035
+5
+0.1% +$393 0.02% 144
2025
Q4 		$498K Buy
+6,030
New +$495K 0.02% 136

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Waters Parkerson & Co's MGK Position: Q2 2026 in Review

Waters Parkerson & Co increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.1% in Q2 2026, buying an estimated $512 and bringing the position to 6,041 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #137.

Waters Parkerson & Co first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 698 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Waters Parkerson & Co held 6,041 shares of Vanguard Morningstar Mega Cap Growth ETF worth $531K as of Q2 2026.
  • Waters Parkerson & Co bought 6 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $512.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Waters Parkerson & Co's portfolio in Q2 2026, its #137 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.