Elevation Capital Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Elevation Capital Advisory’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	$2.34M	Sell	26,668 -56,612	-68%	-$4.83M	0.91%	35
2026 Q1	$6.12M	Buy	83,280 +18,035	+28%	+$1.42M	2.61%	11
2025 Q4	$5.39M	Sell	65,245 -70,880	-52%	-$5.82M	2.2%	18
2025 Q3	$11M	Buy	136,125 +117,025	+613%	+$8.98M	4.38%	4
2025 Q2	$1.4M	Buy	+19,100	New	+$1.26M	0.56%	41
2025 Q1	–	Sell	-199,830	Closed	-$13.7M	–	68
2024 Q4	$13.7M	Buy	199,830 +195,045	+4,076%	+$13.1M	5.88%	4
2024 Q3	$308K	Sell	4,785 -152,795	-97%	-$9.53M	0.14%	48
2024 Q2	$9.9M	Buy	+157,580	New	+$9.19M	4.52%	7

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

Elevation Capital Advisory's MGK Position: Q2 2026 in Review

Elevation Capital Advisory reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 68% in Q2 2026, selling an estimated $4.83M and leaving 26,668 shares worth $2.34M. The position accounts for 0.91% of the portfolio, ranked #35.

Elevation Capital Advisory first reported a position in MGK in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.7M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Elevation Capital Advisory held 26,668 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.34M as of Q2 2026.
Elevation Capital Advisory sold 56,612 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $4.83M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.91% of Elevation Capital Advisory's portfolio in Q2 2026, its #35 holding.
Elevation Capital Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Elevation Capital Advisory's Vanguard Morningstar Mega Cap Growth ETF position peaked at $13.7M in Q4 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.