Winch Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$115K Buy
1,314
+479
+57% +$40.9K 0.02% 139
2026
Q1
$61.3K Hold
835
0.01% 158
2025
Q4
$68.9K Hold
835
0.02% 151
2025
Q3
$67.1K Hold
835
0.02% 151
2025
Q2
$61K Hold
835
0.01% 148
2025
Q1
$51.5K Hold
835
0.01% 156
2024
Q4
$57.2K Buy
835
+5
+0.6% +$337 0.01% 149
2024
Q3
$53.6K Hold
830
0.01% 147
2024
Q2
$52.2K Hold
830
0.01% 144
2024
Q1
$47.6K Hold
830
0.01% 153
2023
Q4
$43.1K Buy
830
+415
+100% +$20.1K 0.01% 154
2023
Q3
$19K Buy
+415
New +$19.6K 0.01% 203
2017
Q3
Sell
-1,205
Closed -$24K 306
2017
Q2
$24K Buy
1,205
+5
+0.4% +$99 0.02% 146
2017
Q1
$23K Buy
+1,200
New +$22.3K 0.01% 139
2016
Q3
Sell
-6,305
Closed -$105K 283
2016
Q2
$105K Buy
+6,305
New +$105K 0.13% 56

Other funds holding MGK

Winch Advisory Services's MGK Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 57% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,314 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #139.

Winch Advisory Services first reported a position in MGK in Q2 2016 and has held it in 15 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Winch Advisory Services held 1,314 shares of Vanguard Morningstar Mega Cap Growth ETF worth $115K as of Q2 2026.
  • Winch Advisory Services bought 479 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #139 holding.
  • Winch Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.