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

Aprio 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	$486K	Sell	5,525 -4,470	-45%	-$381K	0.02%	389
2026 Q1	$735K	Buy	9,995 +5,410	+118%	+$425K	0.04%	257
2025 Q4	$378K	Buy	4,585 +5	+0.1%	+$411	0.02%	372
2025 Q3	$369K	Buy	4,580 +30	+0.7%	+$2.3K	0.04%	280
2025 Q2	$333K	Sell	4,550 -70	-2%	-$4.61K	0.04%	261
2025 Q1	$285K	Hold	4,620	–	–	0.04%	278
2024 Q4	$317K	Sell	4,620 -105	-2%	-$7.07K	0.05%	200
2024 Q3	$304K	Buy	4,725 +60	+1%	+$3.74K	0.05%	193
2024 Q2	$293K	Hold	4,665	–	–	0.05%	171
2024 Q1	$267K	Buy	+4,665	New	+$257K	0.05%	177

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

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

Aprio Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 45% in Q2 2026, selling an estimated $381K and leaving 5,525 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #389.

Aprio Wealth Management first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. The position peaked at $735K in Q1 2026. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Aprio Wealth Management held 5,525 shares of Vanguard Morningstar Mega Cap Growth ETF worth $486K as of Q2 2026.
Aprio Wealth Management sold 4,470 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $381K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #389 holding.
Aprio Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Aprio Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $735K in Q1 2026.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.