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Annis Gardner Whiting Capital Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-270
Closed -$19.8K – 892
2026
Q1 		$19.8K Buy
+270
New +$21.2K ﹤0.01% 733

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

Annis Gardner Whiting Capital Advisors's MGK Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 270 shares — an estimated $19.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MGK in Q1 2026 and held it in 1 quarter. The position peaked at $19.8K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 270 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $19.8K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.