Checchi Capital Advisers’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Checchi Capital Advisers’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	$6.68M	Buy	75,983 +29,873	+65%	+$2.55M	0.3%	65
2026 Q1	$3.39M	Sell	46,110 -20,465	-31%	-$1.61M	0.17%	99
2025 Q4	$5.5M	Sell	66,575 -6,740	-9%	-$554K	0.28%	66
2025 Q3	$5.9M	Buy	73,315 +25,800	+54%	+$1.98M	0.31%	64
2025 Q2	$3.48M	Sell	47,515 -5,015	-10%	-$330K	0.19%	96
2025 Q1	$3.25M	Sell	52,530 -29,065	-36%	-$1.96M	0.17%	98
2024 Q4	$5.6M	Buy	81,595 +28,850	+55%	+$1.94M	0.33%	63
2024 Q3	$3.4M	Sell	52,745 -52,820	-50%	-$3.29M	0.19%	83
2024 Q2	$6.63M	Sell	105,565 -37,720	-26%	-$2.2M	0.33%	54
2024 Q1	$8.21M	Sell	143,285 -245	-0.2%	-$13.5K	0.64%	44
2023 Q4	$7.45M	Buy	143,530 +16,350	+13%	+$793K	0.6%	47
2023 Q3	$5.77M	Sell	127,180 -2,720	-2%	-$128K	0.54%	49
2023 Q2	$6.11M	Buy	129,900 +57,100	+78%	+$2.46M	0.55%	49
2023 Q1	$2.98M	Buy	72,800 +1,400	+2%	+$53.1K	0.29%	72
2022 Q4	$2.46M	Sell	71,400 -351,655	-83%	-$12.6M	0.26%	83
2022 Q3	$14.7M	Buy	423,055 +347,090	+457%	+$13.7M	1.38%	11
2022 Q2	$3.13M	Sell	75,965 -29,835	-28%	-$1.2M	0.27%	78
2022 Q1	$4.98M	Sell	105,800 -40,615	-28%	-$1.88M	0.42%	50
2021 Q4	$7.64M	Sell	146,415 -8,310	-5%	-$421K	0.67%	26
2021 Q3	$7.27M	Buy	154,725 +35,655	+30%	+$1.72M	0.72%	25
2021 Q2	$5.51M	Sell	119,070 -3,760	-3%	-$165K	0.54%	34
2021 Q1	$5.09M	Sell	122,830 -14,780	-11%	-$609K	0.5%	35
2020 Q4	$5.61M	Sell	137,610 -16,915	-11%	-$655K	0.58%	24
2020 Q3	$5.73M	Sell	154,525 -285	-0.2%	-$10.3K	0.64%	20
2020 Q2	$5.06M	Buy	154,810 +39,130	+34%	+$1.17M	0.61%	21
2020 Q1	$2.94M	Sell	115,680 -4,160	-3%	-$120K	0.28%	38
2019 Q4	$3.49M	Buy	119,840 +11,415	+11%	+$315K	0.47%	34
2019 Q3	$2.88M	Sell	108,425 -72,010	-40%	-$1.9M	0.37%	39
2019 Q2	$4.67M	Buy	180,435 +59,945	+50%	+$1.53M	0.59%	21
2019 Q1	$3M	Sell	120,490 -3,370	-3%	-$79.2K	0.35%	35
2018 Q4	$2.65M	Sell	123,860 -6,705	-5%	-$155K	0.34%	40
2018 Q3	$3.35M	Buy	130,565 +1,490	+1%	+$37.2K	0.39%	33
2018 Q2	$3.07M	Buy	129,075 +5,260	+4%	+$123K	0.39%	28
2018 Q1	$2.78M	Sell	123,815 -690	-0.6%	-$16K	0.37%	32
2017 Q4	$2.77M	Sell	124,505 -6,980	-5%	-$152K	0.37%	32
2017 Q3	$2.75M	Sell	131,485 -6,835	-5%	-$141K	0.28%	31
2017 Q2	$2.77M	Buy	138,320 +14,915	+12%	+$295K	0.3%	31
2017 Q1	$2.36M	Sell	123,405 -1,335	-1%	-$24.8K	0.27%	40
2016 Q4	$2.17M	Sell	124,740 -5,485	-4%	-$95.1K	0.29%	39
2016 Q3	$2.28M	Sell	130,225 -8,455	-6%	-$147K	0.26%	39
2016 Q2	$2.31M	Buy	138,680 +4,115	+3%	+$68.6K	0.26%	31
2016 Q1	$2.24M	Sell	134,565 -5,355	-4%	-$84.3K	0.5%	31
2015 Q4	$2.32M	Sell	139,920 -13,175	-9%	-$221K	0.59%	22
2015 Q3	$2.38M	Sell	153,095 -4,705	-3%	-$77.6K	0.65%	27
2015 Q2	$2.62M	Sell	157,800 -33,980	-18%	-$574K	0.69%	24
2015 Q1	$3.2M	Sell	191,780 -5,710	-3%	-$94.5K	0.94%	15
2014 Q4	$3.21M	Sell	197,490 -6,070	-3%	-$96.5K	1.21%	12
2014 Q3	$3.17M	Buy	203,560 +21,940	+12%	+$341K	1.3%	13
2014 Q2	$2.79M	Buy	181,620 +9,225	+5%	+$136K	1.27%	15
2014 Q1	$2.5M	Buy	172,395 +16,495	+11%	+$238K	1.53%	13
2013 Q4	$2.26M	Buy	+155,900	New	+$2.15M	1.76%	13

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

Checchi Capital Advisers's MGK Position: Q2 2026 in Review

Checchi Capital Advisers increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 65% in Q2 2026, buying an estimated $2.55M and bringing the position to 75,983 shares worth $6.68M. The position accounts for 0.3% of the portfolio, ranked #65.

Checchi Capital Advisers first reported a position in MGK in Q4 2013 and has held it in 51 quarters since. The position peaked at $14.7M in Q3 2022. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Checchi Capital Advisers held 75,983 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.68M as of Q2 2026.
Checchi Capital Advisers bought 29,873 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.55M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.3% of Checchi Capital Advisers's portfolio in Q2 2026, its #65 holding.
Checchi Capital Advisers first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
Checchi Capital Advisers's Vanguard Morningstar Mega Cap Growth ETF position peaked at $14.7M in Q3 2022.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.