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Advisornet Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Advisornet Financial’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 		$86.6K Hold
985
– – ﹤0.01% 928
2026
Q1 		$72.5K Sell
985
-375
-28% -$29.5K ﹤0.01% 927
2025
Q4 		$112K Sell
1,360
-135
-9% -$11.1K 0.01% 779
2025
Q3 		$120K Sell
1,495
-4,140
-73% -$318K 0.01% 740
2025
Q2 		$413K Sell
5,635
-1,245
-18% -$82K 0.03% 407
2025
Q1 		$425K Buy
6,880
+890
+15% +$60.1K 0.03% 383
2024
Q4 		$412K Buy
5,990
+275
+5% +$18.5K 0.03% 353
2024
Q3 		$368K Buy
5,715
+1,645
+40% +$103K 0.03% 389
2024
Q2 		$256K Buy
4,070
+885
+28% +$51.6K 0.02% 428
2024
Q1 		$182K Buy
3,185
+2,610
+454% +$144K 0.02% 493
2023
Q4 		$29.8K Buy
+575
New +$27.9K ﹤0.01% 972
2021
Q4 		– Sell
-385
Closed -$18K – 2105
2021
Q3 		$18K Buy
+385
New +$18.6K ﹤0.01% 1282
2018
Q4 		– Sell
-595
Closed -$15K – 1531
2018
Q3 		$15K Sell
595
-680
-53% -$17K ﹤0.01% 1024
2018
Q2 		$30K Sell
1,275
-320
-20% -$7.47K ﹤0.01% 847
2018
Q1 		$36K Sell
1,595
-26,790
-94% -$622K 0.01% 787
2017
Q4 		$632K Buy
+28,385
New +$618K 0.1% 180

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

Advisornet Financial's MGK Position: Q2 2026 in Review

Advisornet Financial held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 985 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Advisornet Financial first reported a position in MGK in Q4 2017 and has held it in 16 quarters since. The position peaked at $632K in Q4 2017. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Advisornet Financial held 985 shares of Vanguard Morningstar Mega Cap Growth ETF worth $86.6K as of Q2 2026.
  • Advisornet Financial left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #928 holding.
  • Advisornet Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and has held it in 16 quarters since.
  • Advisornet Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $632K in Q4 2017.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.