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Aptus Capital Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Aptus 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 		$951K Sell
10,815
-755
-7% -$64.4K 0.01% 630
2026
Q1 		$850K Buy
11,570
+50
+0.4% +$3.93K 0.01% 610
2025
Q4 		$951K Sell
11,520
-590
-5% -$48.5K 0.01% 598
2025
Q3 		$975K Buy
12,110
+630
+5% +$48.4K 0.01% 556
2025
Q2 		$841K Buy
11,480
+25
+0.2% +$1.65K 0.01% 562
2025
Q1 		$708K Buy
11,455
+1,115
+11% +$75.2K 0.01% 572
2024
Q4 		$710K Buy
10,340
+1,475
+17% +$99.3K 0.01% 550
2024
Q3 		$571K Buy
8,865
+4,050
+84% +$253K 0.01% 509
2024
Q2 		$303K Sell
4,815
-1,210
-20% -$70.6K 0.01% 622
2024
Q1 		$345K Buy
6,025
+3,810
+172% +$210K 0.01% 594
2023
Q4 		$115K Buy
+2,215
New +$107K ﹤0.01% 604
2023
Q2 		– Sell
-6,660
Closed -$272K – 837
2023
Q1 		$272K Sell
6,660
-7,410
-53% -$281K 0.01% 412
2022
Q4 		$484K Sell
14,070
-415
-3% -$14.9K 0.01% 354
2022
Q3 		$506K Buy
14,485
+9,975
+221% +$393K 0.01% 325
2022
Q2 		$164K Buy
4,510
+1,240
+38% +$49.9K ﹤0.01% 390
2022
Q1 		$154K Buy
+3,270
New +$151K ﹤0.01% 442

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

Aptus Capital Advisors's MGK Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.5% in Q2 2026, selling an estimated $64.4K and leaving 10,815 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #630.

Aptus Capital Advisors first reported a position in MGK in Q1 2022 and has held it in 16 quarters since. The position peaked at $975K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Aptus Capital Advisors held 10,815 shares of Vanguard Morningstar Mega Cap Growth ETF worth $951K as of Q2 2026.
  • Aptus Capital Advisors sold 755 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $64.4K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #630 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 16 quarters since.
  • Aptus Capital Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $975K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.