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 Q3	$724K	Sell	7,810 -324	-4%	-$28.9K	0.46%	55
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 $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Aurora Private Wealth's MGK Position: Q3 2026 in Review

Aurora Private Wealth reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4% in Q3 2026, selling an estimated $28.9K and leaving 7,810 shares worth $724K. The position accounts for 0.46% of the portfolio, ranked #55.

Aurora Private Wealth first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 603 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Aurora Private Wealth held 7,810 shares of Vanguard Morningstar Mega Cap Growth ETF worth $724K as of Q3 2026.
Aurora Private Wealth sold 324 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $28.9K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.46% of Aurora Private Wealth's portfolio in Q3 2026, its #55 holding.
Aurora Private Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.