Aspiriant LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Aspiriant LLC’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	$1.07M	Sell	12,200 -785	-6%	-$67K	0.03%	165
2026 Q1	$954K	Sell	12,985 -1,425	-10%	-$112K	0.03%	157
2025 Q4	$1.19M	Buy	14,410 +10,840	+304%	+$890K	0.03%	151
2025 Q3	$287K	Hold	3,570	–	–	0.01%	256
2025 Q2	$262K	Hold	3,570	–	–	0.01%	273
2025 Q1	$221K	Hold	3,570	–	–	0.01%	278
2024 Q4	$245K	Hold	3,570	–	–	0.01%	257
2024 Q3	$230K	Hold	3,570	–	–	0.01%	262
2024 Q2	$224K	Hold	3,570	–	–	0.01%	264
2024 Q1	$205K	Buy	+3,570	New	+$197K	0.01%	307
2019 Q1	–	Sell	-11,500	Closed	-$246K	–	238
2018 Q4	$246K	Hold	11,500	–	–	0.02%	203
2018 Q3	$295K	Hold	11,500	–	–	0.03%	196
2018 Q2	$274K	Sell	11,500 -46,375	-80%	-$1.08M	0.02%	211
2018 Q1	$1.3M	Buy	+57,875	New	+$1.34M	0.11%	92
2017 Q4	–	Sell	-57,875	Closed	-$1.21M	–	136
2017 Q3	$1.21M	Hold	57,875	–	–	0.1%	97
2017 Q2	$1.16M	Sell	57,875 -12,000	-17%	-$238K	0.1%	103
2017 Q1	$1.34M	Buy	69,875 +23,500	+51%	+$436K	0.11%	102
2016 Q4	$808K	Sell	46,375 -51,875	-53%	-$899K	0.07%	118
2016 Q3	$1.72M	Buy	+98,250	New	+$1.71M	0.17%	77

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

Aspiriant LLC's MGK Position: Q2 2026 in Review

Aspiriant LLC reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6% in Q2 2026, selling an estimated $67K and leaving 12,200 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #165.

Aspiriant LLC first reported a position in MGK in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.72M in Q3 2016. 1,016 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Aspiriant LLC held 12,200 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.07M as of Q2 2026.
Aspiriant LLC sold 785 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $67K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Aspiriant LLC's portfolio in Q2 2026, its #165 holding.
Aspiriant LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2016 and has held it in 19 quarters since.
Aspiriant LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.72M in Q3 2016.
1,016 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.