Choate Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Choate Investment Advisors’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	$1.58M	Sell	17,988 -2	-0%	-$171	0.03%	198
2026 Q1	$1.32M	Hold	17,990	–	–	0.03%	202
2025 Q4	$1.49M	Hold	17,990	–	–	0.03%	193
2025 Q3	$1.45M	Hold	17,990	–	–	0.03%	177
2025 Q2	$1.32M	Hold	17,990	–	–	0.03%	174
2025 Q1	$1.11M	Buy	17,990 +7,000	+64%	+$472K	0.03%	174
2024 Q4	$755K	Hold	10,990	–	–	0.02%	220
2024 Q3	$708K	Hold	10,990	–	–	0.02%	227
2024 Q2	$691K	Hold	10,990	–	–	0.02%	223
2024 Q1	$630K	Buy	+10,990	New	+$606K	0.02%	245

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

Choate Investment Advisors's MGK Position: Q2 2026 in Review

Choate Investment Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.01% in Q2 2026, selling an estimated $171 and leaving 17,988 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #198.

Choate Investment Advisors first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Choate Investment Advisors held 17,988 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.58M as of Q2 2026.
Choate Investment Advisors 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 Choate Investment Advisors's portfolio in Q2 2026, its #198 holding.
Choate Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.