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

Westmount 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	$783K	Sell	8,906 -19	-0.2%	-$1.62K	0.17%	109
2026 Q1	$656K	Sell	8,925 -40	-0.4%	-$3.14K	0.16%	115
2025 Q4	$740K	Sell	8,965 -20	-0.2%	-$1.64K	0.18%	99
2025 Q3	$727K	Buy	8,985 +755	+9%	+$57.9K	0.19%	100
2025 Q2	$603K	Hold	8,230	–	–	0.17%	111
2025 Q1	$508K	Sell	8,230 -10	-0.1%	-$675	0.16%	121
2024 Q4	$566K	Sell	8,240 -4,375	-35%	-$294K	0.17%	109
2024 Q3	$812K	Hold	12,615	–	–	0.24%	85
2024 Q2	$799K	Hold	12,615	–	–	0.26%	79
2024 Q1	$723K	Hold	12,615	–	–	0.26%	82
2023 Q4	$655K	Hold	12,615	–	–	0.27%	84
2023 Q3	$572K	Hold	12,615	–	–	0.25%	92
2023 Q2	$594K	Hold	12,615	–	–	0.26%	83
2023 Q1	$516K	Hold	12,615	–	–	0.24%	99
2022 Q4	$434K	Buy	+12,615	New	+$452K	0.23%	105

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

Westmount Partners's MGK Position: Q2 2026 in Review

Westmount Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.21% in Q2 2026, selling an estimated $1.62K and leaving 8,906 shares worth $783K. The position accounts for 0.17% of the portfolio, ranked #109.

Westmount Partners first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. The position peaked at $812K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Westmount Partners held 8,906 shares of Vanguard Morningstar Mega Cap Growth ETF worth $783K as of Q2 2026.
Westmount Partners sold 19 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.62K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.17% of Westmount Partners's portfolio in Q2 2026, its #109 holding.
Westmount Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $812K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.