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

Aventura 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	$51.4K	Hold	585	–	–	0.02%	338
2026 Q1	$43K	Buy	585 +250	+75%	+$19.6K	0.02%	344
2025 Q4	$27.7K	Hold	335	–	–	0.01%	369
2025 Q3	$27K	Hold	335	–	–	0.01%	367
2025 Q2	$24.5K	Hold	335	–	–	0.01%	357
2025 Q1	$20.7K	Hold	335	–	–	0.01%	347
2024 Q4	$23K	Buy	+335	New	+$22.5K	0.01%	337

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

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

Aventura Private Wealth held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 585 shares worth $51.4K. The position accounts for 0.02% of the portfolio, ranked #338.

Aventura Private Wealth first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Aventura Private Wealth held 585 shares of Vanguard Morningstar Mega Cap Growth ETF worth $51.4K as of Q2 2026.
Aventura Private Wealth left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #338 holding.
Aventura Private Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.