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WELLINGTON-ALTUS USA INC.’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$493K Sell
1,342
-32,483
-96% -$2.77M 0.35% 63
2026
Q1 		$595K Buy
33,825
+29,055
+609% +$2.28M 0.35% 69
2025
Q4 		$394K Buy
+4,770
New +$392K 0.29% 75

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

WELLINGTON-ALTUS USA INC.'s MGK Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 96% in Q2 2026, selling an estimated $2.77M and leaving 1,342 shares worth $493K. The position accounts for 0.35% of the portfolio, ranked #63.

WELLINGTON-ALTUS USA INC. first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. The position peaked at $595K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 1,342 shares of Vanguard Morningstar Mega Cap Growth ETF worth $493K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 32,483 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.77M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.35% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #63 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Vanguard Morningstar Mega Cap Growth ETF position peaked at $595K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.