Chicago Partners Investment Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Chicago Partners Investment Group’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	$229K	Sell	2,691 -9,274	-78%	-$791K	﹤0.01%	1369
2026 Q1	$201K	Buy	+11,965	New	+$940K	﹤0.01%	1341
2025 Q4	–	Sell	-2,375	Closed	-$201K	–	1326
2025 Q3	$201K	Buy	+2,375	New	+$182K	0.01%	1160

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

Chicago Partners Investment Group's MGK Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 78% in Q2 2026, selling an estimated $791K and leaving 2,691 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Chicago Partners Investment Group first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Chicago Partners Investment Group held 2,691 shares of Vanguard Morningstar Mega Cap Growth ETF worth $229K as of Q2 2026.
Chicago Partners Investment Group sold 9,274 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $791K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1369 holding.
Chicago Partners Investment Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.