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

Wellspring Financial 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 		$1.86M Buy
21,108
+23
+0.1% +$1.96K 0.12% 69
2026
Q1 		$1.55M Buy
21,085
+15
+0.1% +$1.18K 0.12% 70
2025
Q4 		$1.74M Buy
21,070
+40
+0.2% +$3.29K 0.14% 58
2025
Q3 		$1.69M Buy
21,030
+20
+0.1% +$1.53K 0.16% 49
2025
Q2 		$1.54M Hold
21,010
– – 0.15% 48
2025
Q1 		$1.3M Buy
21,010
+25
+0.1% +$1.69K 0.14% 50
2024
Q4 		$1.44M Buy
20,985
+30
+0.1% +$2.02K 0.15% 49
2024
Q3 		$1.35M Buy
20,955
+45
+0.2% +$2.81K 0.16% 50
2024
Q2 		$1.31M Hold
20,910
– – 0.18% 48
2024
Q1 		$1.2M Buy
20,910
+20
+0.1% +$1.1K 0.19% 50
2023
Q4 		$1.08M Buy
20,890
+35
+0.2% +$1.7K 0.27% 50
2023
Q3 		$946K Sell
20,855
-290
-1% -$13.7K 0.28% 51
2023
Q2 		$995K Buy
21,145
+25
+0.1% +$1.08K 0.28% 47
2023
Q1 		$864K Buy
21,120
+30
+0.1% +$1.14K 0.26% 53
2022
Q4 		$726K Buy
21,090
+80
+0.4% +$2.87K 0.24% 54
2022
Q3 		$732K Hold
21,010
– – 0.27% 45
2022
Q2 		$763K Buy
21,010
+30
+0.1% +$1.21K 0.27% 43
2022
Q1 		$988K Sell
20,980
-1,435
-6% -$66.5K 0.29% 41
2021
Q4 		$1.17M Buy
22,415
+50
+0.2% +$2.53K 0.33% 38
2021
Q3 		$1.05M Hold
22,365
– – 0.32% 39
2021
Q2 		$1.03M Buy
22,365
+9,740
+77% +$429K 0.33% 39
2021
Q1 		$321K Sell
12,625
-9,685
-43% -$399K 0.15% 62
2020
Q4 		$909K Buy
22,310
+45
+0.2% +$1.74K 0.32% 38
2020
Q3 		$826K Buy
22,265
+35
+0.2% +$1.26K 0.32% 37
2020
Q2 		$727K Buy
22,230
+9,605
+76% +$287K 0.3% 39
2020
Q1 		$321K Buy
+12,625
New +$365K 0.15% 62

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

Wellspring Financial Advisors's MGK Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.11% in Q2 2026, buying an estimated $1.96K and bringing the position to 21,108 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #69.

Wellspring Financial Advisors first reported a position in MGK in Q1 2020 and has held it in 26 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Wellspring Financial Advisors held 21,108 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.86M as of Q2 2026.
  • Wellspring Financial Advisors bought 23 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.96K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Wellspring Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.