Envestnet Portfolio Solutions’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Envestnet Portfolio Solutions’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	$498K	Buy	5,665 +510	+10%	+$43.5K	﹤0.01%	989
2026 Q1	$379K	Sell	5,155 -39,875	-89%	-$3.13M	﹤0.01%	1013
2025 Q4	$3.72M	Sell	45,030 -2,160	-5%	-$177K	0.01%	423
2025 Q3	$3.8M	Sell	47,190 -645	-1%	-$49.5K	0.01%	405
2025 Q2	$3.5M	Sell	47,835 -164,080	-77%	-$10.8M	0.01%	435
2025 Q1	$13.1M	Sell	211,915 -390	-0.2%	-$26.3K	0.05%	180
2024 Q4	$14.6M	Sell	212,305 -10,340	-5%	-$696K	0.05%	190
2024 Q3	$14.3M	Sell	222,645 -3,945	-2%	-$246K	0.05%	195
2024 Q2	$14.2M	Buy	226,590 +6,520	+3%	+$380K	0.05%	186
2024 Q1	$12.6M	Buy	220,070 +5,450	+3%	+$301K	0.05%	196
2023 Q4	$11.1M	Buy	214,620 +29,560	+16%	+$1.43M	0.05%	194
2023 Q3	$8.4M	Buy	+185,060	New	+$8.73M	0.04%	212

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

Envestnet Portfolio Solutions's MGK Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 9.9% in Q2 2026, buying an estimated $43.5K and bringing the position to 5,665 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Envestnet Portfolio Solutions first reported a position in MGK in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.6M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Envestnet Portfolio Solutions held 5,665 shares of Vanguard Morningstar Mega Cap Growth ETF worth $498K as of Q2 2026.
Envestnet Portfolio Solutions bought 510 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $43.5K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #989 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Mega Cap Growth ETF position peaked at $14.6M in Q4 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.