Arax Advisory Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Arax Advisory Partners’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	$85.6M	Buy	973,489 +937,739	+2,623%	+$80M	0.57%	27
2026 Q1	$2.63M	Buy	35,750 +12,465	+54%	+$979K	0.07%	220
2025 Q4	$1.92M	Buy	+23,285	New	+$1.91M	0.06%	239
2025 Q3	–	Sell	-1,460	Closed	-$461K	–	4043
2025 Q2	$461K	Buy	1,460 +190	+15%	+$12.5K	0.02%	409
2025 Q1	$78.4K	Buy	+1,270	New	+$85.7K	0.01%	797

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

Arax Advisory Partners's MGK Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2,623% in Q2 2026, buying an estimated $80M and bringing the position to 973,489 shares worth $85.6M. The position accounts for 0.57% of the portfolio, ranked #27.

Arax Advisory Partners first reported a position in MGK in Q1 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Arax Advisory Partners held 973,489 shares of Vanguard Morningstar Mega Cap Growth ETF worth $85.6M as of Q2 2026.
Arax Advisory Partners bought 937,739 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $80M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.57% of Arax Advisory Partners's portfolio in Q2 2026, its #27 holding.
Arax Advisory Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.