Wheelhouse Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wheelhouse Advisory 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	$22.4M	Buy	254,581 +6,276	+3%	+$536K	6.32%	9
2026 Q1	$18.2M	Buy	248,305 +8,060	+3%	+$633K	6.05%	8
2025 Q4	$20M	Buy	240,245 +3,955	+2%	+$325K	7.6%	7
2025 Q3	$19M	Buy	236,290 +6,295	+3%	+$483K	8.19%	5
2025 Q2	$16.8M	Buy	229,995 +10,465	+5%	+$690K	8.3%	5
2025 Q1	$13.6M	Buy	219,530 +10,630	+5%	+$717K	7.75%	6
2024 Q4	$14.3M	Buy	208,900 +4,180	+2%	+$281K	8.52%	5
2024 Q3	$13.2M	Buy	204,720 +5,835	+3%	+$364K	8.48%	6
2024 Q2	$12.7M	Buy	198,885 +4,880	+3%	+$285K	8.96%	5
2024 Q1	$11.1M	Buy	194,005 +6,980	+4%	+$385K	8.54%	6
2023 Q4	$9.71M	Buy	+187,025	New	+$9.07M	8.48%	6

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Wheelhouse Advisory Group's MGK Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.5% in Q2 2026, buying an estimated $536K and bringing the position to 254,581 shares worth $22.4M. The position accounts for 6.32% of the portfolio, ranked #9.

Wheelhouse Advisory Group first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 706 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wheelhouse Advisory Group held 254,581 shares of Vanguard Morningstar Mega Cap Growth ETF worth $22.4M as of Q2 2026.
Wheelhouse Advisory Group bought 6,276 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $536K.
Vanguard Morningstar Mega Cap Growth ETF made up 6.32% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #9 holding.
Wheelhouse Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
706 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.