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

WCG 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	$1.46M	Buy	+16,607	New	+$1.42M	0.03%	343
2022 Q4	–	Sell	-8,435	Closed	-$294K	–	235
2022 Q3	$294K	Buy	8,435 +1,115	+15%	+$43.9K	0.04%	227
2022 Q2	$266K	Buy	+7,320	New	+$294K	0.04%	226

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

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

WCG Wealth Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 16,607 shares worth $1.46M. The stake represents 0.03% of the portfolio and ranks #343 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in MGK as recently as Q3 2022.

WCG Wealth Advisors first reported a position in MGK in Q2 2022 and has held it in 3 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

WCG Wealth Advisors held 16,607 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.46M as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new WCG Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #343 holding.
WCG Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 3 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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