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Weaver Consulting Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Weaver Consulting Group’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 		$1.07M Sell
12,209
-251
-2% -$21.4K 0.22% 87
2026
Q1 		$916K Sell
12,460
-370
-3% -$29.1K 0.22% 95
2025
Q4 		$1.06M Sell
12,830
-845
-6% -$69.4K 0.26% 79
2025
Q3 		$1.1M Sell
13,675
-255
-2% -$19.6K 0.28% 69
2025
Q2 		$1.02M Sell
13,930
-1,035
-7% -$68.2K 0.28% 66
2025
Q1 		$925K Sell
14,965
-1,030
-6% -$69.5K 0.28% 71
2024
Q4 		$1.1M Buy
15,995
+1,590
+11% +$107K 0.34% 60
2024
Q3 		$928K Hold
14,405
– – 0.29% 71
2024
Q2 		$905K Buy
14,405
+2,375
+20% +$139K 0.32% 69
2024
Q1 		$690K Sell
12,030
-50
-0.4% -$2.76K 0.26% 78
2023
Q4 		$627K Hold
12,080
– – 0.25% 73
2023
Q3 		$548K Sell
12,080
-80
-0.7% -$3.77K 0.25% 69
2023
Q2 		$572K Hold
12,160
– – 0.25% 70
2023
Q1 		$497K Sell
12,160
-125
-1% -$4.74K 0.23% 76
2022
Q4 		$423K Sell
12,285
-3,525
-22% -$126K 0.22% 88
2022
Q3 		$551K Sell
15,810
-1,645
-9% -$64.8K 0.32% 61
2022
Q2 		$634K Buy
17,455
+325
+2% +$13.1K 0.35% 56
2022
Q1 		$806K Buy
17,130
+1,210
+8% +$56K 0.39% 46
2021
Q4 		$830K Buy
15,920
+1,125
+8% +$57K 0.4% 45
2021
Q3 		$695K Buy
14,795
+250
+2% +$12.1K 0.38% 50
2021
Q2 		$673K Buy
14,545
+1,405
+11% +$61.8K 0.38% 47
2021
Q1 		$544K Buy
13,140
+3,425
+35% +$141K 0.33% 54
2020
Q4 		$396K Buy
9,715
+6,390
+192% +$247K 0.25% 80
2020
Q3 		$123K Buy
+3,325
New +$120K 0.07% 164

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

Weaver Consulting Group's MGK Position: Q2 2026 in Review

Weaver Consulting Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2% in Q2 2026, selling an estimated $21.4K and leaving 12,209 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #87.

Weaver Consulting Group first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Weaver Consulting Group held 12,209 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.07M as of Q2 2026.
  • Weaver Consulting Group sold 251 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $21.4K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.22% of Weaver Consulting Group's portfolio in Q2 2026, its #87 holding.
  • Weaver Consulting Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Weaver Consulting Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.1M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.