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

Capital Analysts 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	$156K	Buy	1,771 +1	+0.1%	+$85	﹤0.01%	745
2026 Q1	$130K	Hold	1,770	–	–	﹤0.01%	733
2025 Q4	$146K	Buy	1,770 +410	+30%	+$33.7K	﹤0.01%	683
2025 Q3	$109K	Hold	1,360	–	–	﹤0.01%	715
2025 Q2	$100K	Hold	1,360	–	–	﹤0.01%	671
2025 Q1	$84K	Hold	1,360	–	–	﹤0.01%	682
2024 Q4	$93K	Hold	1,360	–	–	﹤0.01%	626
2024 Q3	$88K	Hold	1,360	–	–	﹤0.01%	603
2024 Q2	$85K	Buy	+1,360	New	+$79.4K	﹤0.01%	607

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

Capital Analysts LLC's MGK Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.06% in Q2 2026, buying an estimated $85 and bringing the position to 1,771 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Capital Analysts LLC first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Capital Analysts LLC held 1,771 shares of Vanguard Morningstar Mega Cap Growth ETF worth $156K as of Q2 2026.
Capital Analysts LLC bought 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #745 holding.
Capital Analysts LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.