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Capital Group Private Client Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Capital Group Private Client Services’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 		$1.84M Sell
20,898
-2
-0% -$171 0.03% 170
2026
Q1 		$1.54M Buy
20,900
+230
+1% +$18.1K 0.03% 171
2025
Q4 		$1.71M Buy
20,670
+35
+0.2% +$2.88K 0.03% 178
2025
Q3 		$1.66M Buy
20,635
+20
+0.1% +$1.53K 0.03% 184
2025
Q2 		$1.51M Sell
20,615
-6,565
-24% -$433K 0.01% 218
2025
Q1 		$1.68M Buy
27,180
+2,600
+11% +$175K 0.02% 214
2024
Q4 		$1.69M Buy
24,580
+60
+0.2% +$4.04K 0.02% 213
2024
Q3 		$1.58M Sell
24,520
-90
-0.4% -$5.61K 0.02% 213
2024
Q2 		$1.55M Sell
24,610
-165
-0.7% -$9.63K 0.02% 211
2024
Q1 		$1.42M Sell
24,775
-150
-0.6% -$8.28K 0.01% 215
2023
Q4 		$1.29M Buy
24,925
+25
+0.1% +$1.21K 0.01% 214
2023
Q3 		$1.13M Buy
24,900
+35
+0.1% +$1.65K 0.01% 204
2023
Q2 		$1.17M Buy
24,865
+25
+0.1% +$1.08K 0.01% 196
2023
Q1 		$1.02M Buy
24,840
+40
+0.2% +$1.52K 0.01% 199
2022
Q4 		$854K Buy
24,800
+95
+0.4% +$3.4K 0.01% 202
2022
Q3 		$861K Buy
+24,705
New +$973K 0.01% 195

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

Capital Group Private Client Services's MGK Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.01% in Q2 2026, selling an estimated $171 and leaving 20,898 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #170.

Capital Group Private Client Services first reported a position in MGK in Q3 2022 and has held it in 16 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Capital Group Private Client Services held 20,898 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.84M as of Q2 2026.
  • Capital Group Private Client Services sold 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Capital Group Private Client Services's portfolio in Q2 2026, its #170 holding.
  • Capital Group Private Client Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.