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Wealthcare Advisory Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wealthcare Advisory Partners’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 		$2.89M Sell
32,920
-3,110
-9% -$265K 0.05% 277
2026
Q1 		$2.65M Buy
36,030
+325
+0.9% +$25.5K 0.05% 309
2025
Q4 		$2.95M Buy
35,705
+540
+2% +$44.4K 0.06% 276
2025
Q3 		$2.83M Buy
35,165
+1,260
+4% +$96.7K 0.06% 268
2025
Q2 		$2.48M Buy
33,905
+4,050
+14% +$267K 0.06% 284
2025
Q1 		$1.84M Sell
29,855
-3,105
-9% -$210K 0.05% 297
2024
Q4 		$2.26M Sell
32,960
-8,480
-20% -$571K 0.06% 248
2024
Q3 		$2.67M Sell
41,440
-2,745
-6% -$171K 0.08% 221
2024
Q2 		$2.78M Buy
44,185
+11,890
+37% +$694K 0.09% 193
2024
Q1 		$1.85M Sell
32,295
-8,720
-21% -$481K 0.06% 245
2023
Q4 		$2.13M Buy
41,015
+14,690
+56% +$713K 0.08% 187
2023
Q3 		$1.19M Buy
26,325
+5
+0% +$236 0.05% 248
2023
Q2 		$1.24M Buy
26,320
+1,500
+6% +$64.6K 0.06% 252
2023
Q1 		$1.02M Buy
24,820
+7,360
+42% +$279K 0.04% 284
2022
Q4 		$601K Buy
17,460
+11,000
+170% +$394K 0.03% 375
2022
Q3 		$225K Sell
6,460
-1,165
-15% -$45.9K 0.01% 549
2022
Q2 		$277K Sell
7,625
-3,640
-32% -$146K 0.02% 453
2022
Q1 		$530K Sell
11,265
-18,410
-62% -$853K 0.03% 302
2021
Q4 		$1.55M Buy
29,675
+10,515
+55% +$533K 0.09% 135
2021
Q3 		$900K Sell
19,160
-8,580
-31% -$415K 0.06% 208
2021
Q2 		$1.28M Sell
27,740
-260
-0.9% -$11.4K 0.09% 155
2021
Q1 		$1.16M Buy
28,000
+1,505
+6% +$62K 0.08% 154
2020
Q4 		$1.08M Buy
26,495
+735
+3% +$28.5K 0.1% 136
2020
Q3 		$955K Buy
25,760
+4,445
+21% +$160K 0.1% 127
2020
Q2 		$697K Buy
21,315
+18,920
+790% +$565K 0.09% 138
2020
Q1 		$61K Buy
2,395
+395
+20% +$11.4K 0.01% 471
2019
Q4 		$58K Hold
2,000
– – 0.01% 517
2019
Q3 		$53K Hold
2,000
– – 0.01% 520
2019
Q2 		$52K Hold
2,000
– – 0.01% 492
2019
Q1 		$50K Hold
2,000
– – 0.01% 466
2018
Q4 		$43K Hold
2,000
– – 0.01% 461
2018
Q3 		$51K Hold
2,000
– – 0.01% 461
2018
Q2 		$48K Hold
2,000
– – 0.01% 473
2018
Q1 		$45K Buy
+2,000
New +$46.4K 0.01% 420

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Wealthcare Advisory Partners's MGK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 8.6% in Q2 2026, selling an estimated $265K and leaving 32,920 shares worth $2.89M. The position accounts for 0.05% of the portfolio, ranked #277.

Wealthcare Advisory Partners first reported a position in MGK in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.95M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Wealthcare Advisory Partners held 32,920 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.89M as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,110 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $265K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #277 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • Wealthcare Advisory Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.95M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.