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Cary Street Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cary Street Partners’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 		$987K Buy
11,227
+207
+2% +$17.7K 0.02% 497
2026
Q1 		$810K Buy
11,020
+300
+3% +$23.6K 0.02% 490
2025
Q4 		$885K Sell
10,720
-520
-5% -$42.7K 0.02% 462
2025
Q3 		$905K Buy
11,240
+10
+0.1% +$767 0.02% 445
2025
Q2 		$823K Buy
11,230
+750
+7% +$49.4K 0.02% 447
2025
Q1 		$648K Buy
10,480
+10
+0.1% +$675 0.02% 480
2024
Q4 		$719K Buy
+10,470
New +$705K 0.02% 442

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

Cary Street Partners's MGK Position: Q2 2026 in Review

Cary Street Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.9% in Q2 2026, buying an estimated $17.7K and bringing the position to 11,227 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #497.

Cary Street Partners 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.

  • Cary Street Partners held 11,227 shares of Vanguard Morningstar Mega Cap Growth ETF worth $987K as of Q2 2026.
  • Cary Street Partners bought 207 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $17.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #497 holding.
  • Cary Street Partners 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 Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.