Angeles Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Angeles Wealth Management’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	$252M	Buy	2,869,561 +13,641	+0.5%	+$1.16M	11.52%	1
2026 Q1	$210M	Sell	2,855,920 -91,360	-3%	-$7.18M	11.42%	1
2025 Q4	$243M	Buy	2,947,280 +53,890	+2%	+$4.43M	13.42%	1
2025 Q3	$233M	Buy	2,893,390 +16,190	+0.6%	+$1.24M	14.28%	1
2025 Q2	$211M	Buy	2,877,200 +204,950	+8%	+$13.5M	14.45%	1
2025 Q1	$165M	Buy	2,672,250 +78,875	+3%	+$5.32M	13.72%	1
2024 Q4	$178M	Buy	2,593,375 +130,360	+5%	+$8.77M	14.68%	1
2024 Q3	$159M	Buy	2,463,015 +192,660	+8%	+$12M	13.66%	1
2024 Q2	$143M	Buy	2,270,355 +169,905	+8%	+$9.91M	13.39%	1
2024 Q1	$120M	Buy	2,100,450 +359,895	+21%	+$19.9M	12.04%	1
2023 Q4	$90.3M	Buy	1,740,555 +65,470	+4%	+$3.18M	11.01%	1
2023 Q3	$76M	Buy	1,675,085 +70,545	+4%	+$3.33M	10.74%	1
2023 Q2	$75.5M	Buy	1,604,540 +67,835	+4%	+$2.92M	10.29%	1
2023 Q1	$62.9M	Buy	1,536,705 +134,595	+10%	+$5.1M	9.35%	2
2022 Q4	$48.3M	Buy	1,402,110 +15,810	+1%	+$566K	8.45%	2
2022 Q3	$48.3M	Buy	1,386,300 +66,620	+5%	+$2.62M	9.57%	1
2022 Q2	$48M	Buy	1,319,680 +95,790	+8%	+$3.85M	9.58%	1
2022 Q1	$57.6M	Buy	+1,223,890	New	+$56.7M	10.9%	1

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

Angeles Wealth Management's MGK Position: Q2 2026 in Review

Angeles Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.48% in Q2 2026, buying an estimated $1.16M and bringing the position to 2,869,561 shares worth $252M. The position accounts for 11.52% of the portfolio, ranked #1.

Angeles Wealth Management first reported a position in MGK in Q1 2022 and has held it in 18 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Angeles Wealth Management held 2,869,561 shares of Vanguard Morningstar Mega Cap Growth ETF worth $252M as of Q2 2026.
Angeles Wealth Management bought 13,641 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.16M.
Vanguard Morningstar Mega Cap Growth ETF made up 11.52% of Angeles Wealth Management's portfolio in Q2 2026, its #1 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.