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

Avestar 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	$1.58M	Buy	17,953 +703	+4%	+$60K	0.09%	164
2026 Q1	$1.27M	Hold	17,250	–	–	0.08%	183
2025 Q4	$1.42M	Buy	17,250 +150	+0.9%	+$12.3K	0.09%	166
2025 Q3	$1.38M	Hold	17,100	–	–	0.09%	172
2025 Q2	$1.25M	Sell	17,100 -14,520	-46%	-$957K	0.09%	172
2025 Q1	$1.95M	Buy	31,620 +24,220	+327%	+$1.63M	0.17%	107
2024 Q4	$508K	Hold	7,400	–	–	0.04%	289
2024 Q3	$476K	Buy	7,400 +50	+0.7%	+$3.12K	0.05%	262
2024 Q2	$462K	Hold	7,350	–	–	0.05%	254
2024 Q1	$421K	Hold	7,350	–	–	0.04%	263
2023 Q4	$381K	Hold	7,350	–	–	0.04%	246
2023 Q3	$334K	Hold	7,350	–	–	0.05%	224
2023 Q2	$346K	Hold	7,350	–	–	0.06%	204
2023 Q1	$301K	Hold	7,350	–	–	0.05%	233
2022 Q4	$253K	Buy	+7,350	New	+$263K	0.05%	238

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

Avestar Capital's MGK Position: Q2 2026 in Review

Avestar Capital increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.1% in Q2 2026, buying an estimated $60K and bringing the position to 17,953 shares worth $1.58M. The position accounts for 0.09% of the portfolio, ranked #164.

Avestar Capital first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Avestar Capital held 17,953 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.58M as of Q2 2026.
Avestar Capital bought 703 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $60K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Avestar Capital's portfolio in Q2 2026, its #164 holding.
Avestar Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Avestar Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.95M in Q1 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.