MWML
MGK icon

Morrissey Wealth Management, LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Morrissey Wealth Management, LLC’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 		$10.6M Buy
+112,667
New +$9.62M 6.64% 7

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

Morrissey Wealth Management, LLC's MGK Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 112,667 shares worth $10.6M. The stake represents 6.64% of the portfolio and ranks #7 among its holdings.

1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Morrissey Wealth Management, LLC held 112,667 shares of Vanguard Morningstar Mega Cap Growth ETF worth $10.6M as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 6.64% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #7 holding.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.