Cerity Partners
MGK icon

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

Cerity 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 		$262M Buy
2,984,072
+278,132
+10% +$23.7M 0.32% 64
2026
Q1 		$201M Buy
2,705,940
+452,935
+20% +$35.6M 0.28% 68
2025
Q4 		$186M Buy
2,253,005
+28,340
+1% +$2.33M 0.27% 73
2025
Q3 		$179M Sell
2,224,665
-25,025
-1% -$1.92M 0.29% 70
2025
Q2 		$165M Buy
2,249,690
+159,950
+8% +$10.5M 0.29% 70
2025
Q1 		$129M Buy
2,089,740
+116,885
+6% +$7.89M 0.26% 82
2024
Q4 		$135M Buy
1,972,855
+61,060
+3% +$4.11M 0.29% 71
2024
Q3 		$123M Buy
1,911,795
+126,090
+7% +$7.86M 0.27% 76
2024
Q2 		$112M Buy
1,785,705
+81,625
+5% +$4.76M 0.3% 66
2024
Q1 		$97.7M Buy
1,704,080
+126,920
+8% +$7M 0.26% 82
2023
Q4 		$81.9M Buy
+1,577,160
New +$76.5M 0.27% 86
2023
Q3 		– Sell
-5,920
Closed -$279K – 1592
2023
Q2 		$279K Sell
5,920
-725
-11% -$31.2K ﹤0.01% 1417
2023
Q1 		$271K Sell
6,645
-555
-8% -$21K ﹤0.01% 1575
2022
Q4 		$248K Buy
7,200
+775
+12% +$27.8K ﹤0.01% 1232
2022
Q3 		$224K Buy
+6,425
New +$253K ﹤0.01% 1015
2022
Q2 		– Sell
-5,110
Closed -$240K – 1221
2022
Q1 		$240K Buy
+5,110
New +$237K ﹤0.01% 807

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's MGK Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 10% in Q2 2026, buying an estimated $23.7M and bringing the position to 2,984,072 shares worth $262M. The position accounts for 0.32% of the portfolio, ranked #64.

Cerity Partners first reported a position in MGK in Q1 2022 and has held it in 16 quarters since. 942 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cerity Partners held 2,984,072 shares of Vanguard Morningstar Mega Cap Growth ETF worth $262M as of Q2 2026.
  • Cerity Partners bought 278,132 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $23.7M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.32% of Cerity Partners's portfolio in Q2 2026, its #64 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 16 quarters since.
  • 942 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.