Arlington Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Arlington Trust’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	$87.9K	Hold	1,000	–	–	0.01%	198
2026 Q1	$73.5K	Hold	1,000	–	–	0.01%	189
2025 Q4	$82.6K	Hold	1,000	–	–	0.01%	159
2025 Q3	$80.5K	Hold	1,000	–	–	0.01%	299
2025 Q2	$73.2K	Hold	1,000	–	–	0.01%	308
2025 Q1	$61.8K	Buy	+1,000	New	+$67.5K	0.01%	333

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

Arlington Trust's MGK Position: Q2 2026 in Review

Arlington Trust held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 1,000 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #198.

Arlington Trust first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Arlington Trust held 1,000 shares of Vanguard Morningstar Mega Cap Growth ETF worth $87.9K as of Q2 2026.
Arlington Trust left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #198 holding.
Arlington Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.