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MGK icon

Avant Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Avant Capital’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 		$2.62M Sell
29,843
-62
-0.2% -$5.29K 1.64% 21
2026
Q1 		$2.2M Sell
29,905
-195
-0.6% -$15.3K 1.55% 22
2025
Q4 		$2.48M Sell
30,100
-395
-1% -$32.4K 1.71% 21
2025
Q3 		$2.45M Buy
30,495
+235
+0.8% +$18K 1.73% 21
2025
Q2 		$2.22M Buy
30,260
+5
+0% +$330 1.72% 22
2025
Q1 		$1.87M Sell
30,255
-185
-0.6% -$12.5K 1.55% 21
2024
Q4 		$2.09M Buy
+30,440
New +$2.05M 1.73% 22
2023
Q3 		$1.44M Sell
31,755
-775
-2% -$36.6K 1.65% 21
2023
Q2 		$1.53M Sell
32,530
-885
-3% -$38.1K 1.69% 20
2023
Q1 		$1.37M Sell
33,415
-1,795
-5% -$68K 1.58% 21
2022
Q4 		$1.21M Sell
35,210
-680
-2% -$24.4K 1.49% 21
2022
Q3 		$1.25M Buy
35,890
+650
+2% +$25.6K 1.69% 20
2022
Q2 		$1.28M Sell
35,240
-915
-3% -$36.8K 1.66% 20
2022
Q1 		$1.7M Buy
36,155
+1,280
+4% +$59.3K 1.9% 19
2021
Q4 		$1.82M Buy
+34,875
New +$1.77M 2% 20

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Avant Capital's MGK Position: Q2 2026 in Review

Avant Capital reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.21% in Q2 2026, selling an estimated $5.29K and leaving 29,843 shares worth $2.62M. The position accounts for 1.64% of the portfolio, ranked #21.

Avant Capital first reported a position in MGK in Q4 2021 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Avant Capital held 29,843 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.62M as of Q2 2026.
  • Avant Capital sold 62 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.29K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.64% of Avant Capital's portfolio in Q2 2026, its #21 holding.
  • Avant Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.