AG
MGK icon

AlTi Global’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

AlTi Global’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 		$1.68M Hold
19,060
– – 0.03% 200
2026
Q1 		$1.4M Sell
19,060
-55
-0.3% -$4.32K 0.03% 193
2025
Q4 		$1.58M Buy
19,115
+295
+2% +$24.2K 0.03% 181
2025
Q3 		$1.52M Hold
18,820
– – 0.04% 194
2025
Q2 		$1.38M Hold
18,820
– – 0.03% 197
2025
Q1 		$1.16M Hold
18,820
– – 0.03% 192
2024
Q4 		$1.29M Hold
18,820
– – 0.03% 194
2024
Q3 		$1.21M Hold
18,820
– – 0.03% 201
2024
Q2 		$1.18M Hold
18,820
– – 0.03% 197
2024
Q1 		$1.08M Hold
18,820
– – 0.03% 191
2023
Q4 		$977K Buy
+18,820
New +$913K 0.03% 186

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
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
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
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
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AlTi Global's MGK Position: Q2 2026 in Review

AlTi Global held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 19,060 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #200.

AlTi Global first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 695 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • AlTi Global held 19,060 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.68M as of Q2 2026.
  • AlTi Global left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of AlTi Global's portfolio in Q2 2026, its #200 holding.
  • AlTi Global first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.