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

Waverly 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	$13.7M	Buy	156,140 +20,210	+15%	+$1.72M	0.08%	235
2026 Q1	$9.99M	Sell	135,930 -7,830	-5%	-$615K	0.07%	255
2025 Q4	$11.9M	Buy	143,760 +7,545	+6%	+$620K	0.1%	204
2025 Q3	$11M	Buy	136,215 +35,540	+35%	+$2.73M	0.11%	189
2025 Q2	$7.37M	Sell	100,675 -21,490	-18%	-$1.42M	0.08%	235
2025 Q1	$7.55M	Buy	122,165 +8,930	+8%	+$603K	0.09%	221
2024 Q4	$7.78M	Buy	113,235 +109,060	+2,612%	+$7.34M	0.12%	166
2024 Q3	$269K	Hold	4,175	–	–	0.01%	708
2024 Q2	$262K	Buy	4,175 +85	+2%	+$4.96K	0.01%	696
2024 Q1	$234K	Buy	+4,090	New	+$226K	0.01%	619

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

Waverly Advisors's MGK Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 15% in Q2 2026, buying an estimated $1.72M and bringing the position to 156,140 shares worth $13.7M. The position accounts for 0.08% of the portfolio, ranked #235.

Waverly Advisors first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Waverly Advisors held 156,140 shares of Vanguard Morningstar Mega Cap Growth ETF worth $13.7M as of Q2 2026.
Waverly Advisors bought 20,210 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.72M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #235 holding.
Waverly Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.