Aurora Private Wealth’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Aurora Private Wealth’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	$715K	Sell	8,134 -66	-0.8%	-$5.63K	0.45%	54
2026 Q1	$677K	Hold	8,200	–	–	0.48%	54
2025 Q4	$677K	Buy	+8,200	New	+$674K	0.44%	59
2025 Q2	$546K	Sell	7,455 -40	-0.5%	-$2.64K	0.4%	59
2025 Q1	$463K	Sell	7,495 -20	-0.3%	-$1.35K	0.37%	71
2024 Q4	$516K	Buy	7,515 +10	+0.1%	+$673	0.39%	66
2024 Q3	$483K	Buy	7,505 +1,740	+30%	+$109K	0.38%	72
2024 Q2	$362K	Buy	+5,765	New	+$336K	0.32%	82

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

Aurora Private Wealth's MGK Position: Q2 2026 in Review

Aurora Private Wealth reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.8% in Q2 2026, selling an estimated $5.63K and leaving 8,134 shares worth $715K. The position accounts for 0.45% of the portfolio, ranked #54.

Aurora Private Wealth first reported a position in MGK in Q2 2024 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Aurora Private Wealth held 8,134 shares of Vanguard Morningstar Mega Cap Growth ETF worth $715K as of Q2 2026.
Aurora Private Wealth sold 66 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.63K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.45% of Aurora Private Wealth's portfolio in Q2 2026, its #54 holding.
Aurora Private Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.