Fort Sheridan Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Fort Sheridan 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	$1.52M	Buy	17,271 +376	+2%	+$32.1K	0.16%	97
2026 Q1	$1.24M	Sell	16,895 -660	-4%	-$51.8K	0.15%	105
2025 Q4	$1.45M	Buy	17,555 +555	+3%	+$45.6K	0.18%	88
2025 Q3	$1.37M	Buy	17,000 +3,870	+29%	+$297K	0.18%	87
2025 Q2	$962K	Buy	13,130 +5,680	+76%	+$374K	0.14%	108
2025 Q1	$460K	Buy	7,450 +325	+5%	+$21.9K	0.07%	163
2024 Q4	$489K	Buy	7,125 +275	+4%	+$18.5K	0.07%	159
2024 Q3	$441K	Buy	6,850 +445	+7%	+$27.8K	0.07%	166
2024 Q2	$403K	Buy	+6,405	New	+$374K	0.07%	174

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

Fort Sheridan Advisors's MGK Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.2% in Q2 2026, buying an estimated $32.1K and bringing the position to 17,271 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #97.

Fort Sheridan Advisors first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Fort Sheridan Advisors held 17,271 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.52M as of Q2 2026.
Fort Sheridan Advisors bought 376 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $32.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.16% of Fort Sheridan Advisors's portfolio in Q2 2026, its #97 holding.
Fort Sheridan Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.