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

Winthrop 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	$447K	Buy	+5,087	New	+$434K	0.03%	132
2026 Q1	–	Sell	-2,510	Closed	-$207K	–	206
2025 Q4	$207K	Buy	2,510 +5	+0.2%	+$411	0.02%	183
2025 Q3	$202K	Buy	+2,505	New	+$192K	0.02%	187

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

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

Winthrop Advisory Group opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 5,087 shares worth $447K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in MGK as recently as Q4 2025.

Winthrop Advisory Group first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Winthrop Advisory Group held 5,087 shares of Vanguard Morningstar Mega Cap Growth ETF worth $447K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Winthrop Advisory Group position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Winthrop Advisory Group's portfolio in Q2 2026, its #132 holding.
Winthrop Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.