Wealthspire Advisors (New York)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wealthspire Advisors (New York)’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	$4.69M	Buy	53,319 +10,094	+23%	+$861K	0.03%	272
2026 Q1	$3.18M	Sell	43,225 -2,155	-5%	-$169K	0.02%	215
2025 Q4	$3.75M	Sell	45,380 -14,940	-25%	-$1.23M	0.03%	188
2025 Q3	$4.85M	Buy	60,320 +2,250	+4%	+$173K	0.03%	171
2025 Q2	$4.25M	Sell	58,070 -6,050	-9%	-$399K	0.02%	173
2025 Q1	$3.96M	Buy	64,120 +35,655	+125%	+$2.41M	0.02%	180
2024 Q4	$1.96M	Sell	28,465 -530	-2%	-$35.7K	0.02%	252
2024 Q3	$1.87M	Buy	28,995 +5,335	+23%	+$333K	0.02%	269
2024 Q2	$1.49M	Buy	23,660 +2,955	+14%	+$172K	0.02%	249
2024 Q1	$1.19M	Buy	20,705 +14,660	+243%	+$809K	0.02%	288
2023 Q4	$314K	Buy	+6,045	New	+$293K	﹤0.01%	513
2023 Q3	–	Sell	-6,100	Closed	-$287K	–	611
2023 Q2	$287K	Buy	+6,100	New	+$263K	﹤0.01%	463

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

Wealthspire Advisors (New York)'s MGK Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 23% in Q2 2026, buying an estimated $861K and bringing the position to 53,319 shares worth $4.69M. The position accounts for 0.03% of the portfolio, ranked #272.

Wealthspire Advisors (New York) first reported a position in MGK in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.85M in Q3 2025. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wealthspire Advisors (New York) held 53,319 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.69M as of Q2 2026.
Wealthspire Advisors (New York) bought 10,094 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $861K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #272 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.85M in Q3 2025.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.