Betterment LLC
MGK icon

Betterment LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Betterment LLC’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 		$1.7M Sell
19,365
-205
-1% -$17.5K ﹤0.01% 270
2026
Q1 		$1.44M Buy
19,570
+2,520
+15% +$198K ﹤0.01% 277
2025
Q4 		$1.41M Sell
17,050
-2,970
-15% -$244K ﹤0.01% 271
2025
Q3 		$1.61M Sell
20,020
-25
-0.1% -$1.92K ﹤0.01% 245
2025
Q2 		$1.47M Sell
20,045
-3,100
-13% -$204K ﹤0.01% 239
2025
Q1 		$1.43M Buy
23,145
+8,160
+54% +$551K ﹤0.01% 233
2024
Q4 		$1.03M Sell
14,985
-1,575
-10% -$106K ﹤0.01% 249
2024
Q3 		$1.07M Sell
16,560
-2,090
-11% -$130K ﹤0.01% 230
2024
Q2 		$1.17M Sell
18,650
-20
-0.1% -$1.17K ﹤0.01% 205
2024
Q1 		$1.07M Sell
18,670
-340
-2% -$18.8K ﹤0.01% 194
2023
Q4 		$987K Buy
19,010
+4,080
+27% +$198K ﹤0.01% 182
2023
Q3 		$678K Buy
14,930
+1,230
+9% +$58K ﹤0.01% 196
2023
Q2 		$645K Buy
13,700
+335
+3% +$14.4K ﹤0.01% 181
2023
Q1 		$547K Buy
13,365
+2,765
+26% +$105K ﹤0.01% 189
2022
Q4 		$365K Sell
10,600
-8,370
-44% -$300K ﹤0.01% 214
2022
Q3 		$689K Hold
18,970
– – ﹤0.01% 163
2022
Q2 		$689K Buy
18,970
+12,435
+190% +$500K ﹤0.01% 163
2022
Q1 		$308K Buy
6,535
+1,225
+23% +$56.7K ﹤0.01% 197
2021
Q4 		$277K Buy
+5,310
New +$269K ﹤0.01% 186

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

Betterment LLC's MGK Position: Q2 2026 in Review

Betterment LLC reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1% in Q2 2026, selling an estimated $17.5K and leaving 19,365 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Betterment LLC first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Betterment LLC held 19,365 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.7M as of Q2 2026.
  • Betterment LLC sold 205 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #270 holding.
  • Betterment LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.