AIA
MGK icon

Angeles Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Angeles Investment Advisors’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 		$32.6M Buy
371,190
+356,725
+2,466% +$30.4M 1.96% 8
2026
Q1 		$1.06M Sell
14,465
-1,077,235
-99% -$84.6M 0.07% 24
2025
Q4 		$90.1M Sell
1,091,700
-710,250
-39% -$58.3M 6.01% 4
2025
Q3 		$145M Sell
1,801,950
-496,000
-22% -$38.1M 9.52% 3
2025
Q2 		$168M Buy
2,297,950
+854,750
+59% +$56.3M 9.51% 3
2025
Q1 		$89.2M Sell
1,443,200
-2,736,250
-65% -$185M 4.8% 6
2024
Q4 		$287M Sell
4,179,450
-85,000
-2% -$5.72M 13.82% 2
2024
Q3 		$275M Sell
4,264,450
-171,500
-4% -$10.7M 14.04% 2
2024
Q2 		$279M Buy
4,435,950
+2,276,250
+105% +$133M 14.2% 2
2024
Q1 		$124M Buy
2,159,700
+1,990,200
+1,174% +$110M 6.58% 4
2023
Q4 		$8.8M Buy
169,500
+158,500
+1,441% +$7.69M 0.53% 19
2023
Q3 		$499K Sell
11,000
-3,700
-25% -$175K 0.04% 80
2023
Q2 		$692K Hold
14,700
– – 0.06% 44
2023
Q1 		$601K Sell
14,700
-6,000
-29% -$227K 0.05% 46
2022
Q4 		$712K Sell
20,700
-550
-3% -$19.7K 0.06% 28
2022
Q3 		$741K Sell
21,250
-6,625
-24% -$261K 0.08% 25
2022
Q2 		$1.01M Sell
27,875
-60,900
-69% -$2.45M 0.09% 23
2022
Q1 		$4.18M Sell
88,775
-1,566,295
-95% -$72.6M 0.29% 20
2021
Q4 		$86.3M Sell
1,655,070
-53,465
-3% -$2.71M 4.3% 5
2021
Q3 		$80.2M Buy
1,708,535
+709,715
+71% +$34.3M 4.67% 5
2021
Q2 		$46.2M Sell
998,820
-209,675
-17% -$9.23M 2.89% 7
2021
Q1 		$50M Sell
1,208,495
-632,385
-34% -$26.1M 3.89% 8
2020
Q4 		$75M Sell
1,840,880
-10,790,640
-85% -$418M 7.57% 3
2020
Q3 		$468M Buy
12,631,520
+1,622,245
+15% +$58.5M 58.62% 1
2020
Q2 		$360M Buy
11,009,275
+10,119,735
+1,138% +$302M 51.01% 1
2020
Q1 		$25.9M Buy
889,540
+815,890
+1,108% +$23.6M 6.97% 3
2019
Q4 		$2.15M Hold
73,650
– – 0.43% 12
2019
Q3 		$1.95M Hold
73,650
– – 0.42% 13
2019
Q2 		$1.91M Hold
73,650
– – 0.47% 13
2019
Q1 		$1.83M Hold
73,650
– – 1.74% 10
2018
Q4 		$1.58M Buy
+73,650
New +$1.7M 1.37% 14

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

Angeles Investment Advisors's MGK Position: Q2 2026 in Review

Angeles Investment Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2,466% in Q2 2026, buying an estimated $30.4M and bringing the position to 371,190 shares worth $32.6M. The position accounts for 1.96% of the portfolio, ranked #8.

Angeles Investment Advisors first reported a position in MGK in Q4 2018 and has held it in 31 quarters since. The position peaked at $468M in Q3 2020. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Angeles Investment Advisors held 371,190 shares of Vanguard Morningstar Mega Cap Growth ETF worth $32.6M as of Q2 2026.
  • Angeles Investment Advisors bought 356,725 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $30.4M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.96% of Angeles Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Angeles Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Angeles Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $468M in Q3 2020.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.