Corient Private Wealth
MGK icon

Corient Private Wealth’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Corient Private Wealth’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 		$3.73M Sell
42,383
-3,717
-8% -$317K ﹤0.01% 1025
2026
Q1 		$3M Buy
46,100
+50
+0.1% +$3.93K ﹤0.01% 1056
2025
Q4 		$3.8M Buy
46,050
+18,375
+66% +$1.51M 0.01% 866
2025
Q3 		$2.23M Buy
27,675
+990
+4% +$76K ﹤0.01% 1016
2025
Q2 		$1.95M Buy
26,685
+3,185
+14% +$210K ﹤0.01% 1053
2025
Q1 		$1.45M Sell
23,500
-14,205
-38% -$958K ﹤0.01% 1110
2024
Q4 		$1.54M Buy
37,705
+15,650
+71% +$1.05M ﹤0.01% 1104
2024
Q3 		$1.42M Buy
22,055
+3,230
+17% +$201K ﹤0.01% 1246
2024
Q2 		$1.18M Buy
18,825
+15
+0.1% +$875 ﹤0.01% 1260
2024
Q1 		$1.08M Sell
18,810
-755
-4% -$41.7K ﹤0.01% 1294
2023
Q4 		$1.02M Buy
19,565
+12,205
+166% +$592K ﹤0.01% 1280
2023
Q3 		$334K Sell
7,360
-870
-11% -$41K ﹤0.01% 1704
2023
Q2 		$387K Buy
8,230
+1,010
+14% +$43.5K ﹤0.01% 1586
2023
Q1 		$295K Buy
+7,220
New +$274K ﹤0.01% 1617

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

Corient Private Wealth's MGK Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 8.1% in Q2 2026, selling an estimated $317K and leaving 42,383 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Corient Private Wealth first reported a position in MGK in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.8M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Corient Private Wealth held 42,383 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.73M as of Q2 2026.
  • Corient Private Wealth sold 3,717 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $317K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1025 holding.
  • Corient Private Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.8M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.