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Gladstone Institutional Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Gladstone Institutional 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 		$2.45M Buy
27,841
+1,171
+4% +$99.9K 0.08% 256
2026
Q1 		$1.96M Buy
26,670
+1,670
+7% +$131K 0.07% 269
2025
Q4 		$2.06M Sell
25,000
-870
-3% -$71.5K 0.08% 249
2025
Q3 		$2.08M Buy
25,870
+2,665
+11% +$205K 0.08% 237
2025
Q2 		$1.7M Sell
23,205
-420
-2% -$27.7K 0.07% 261
2025
Q1 		$1.46M Sell
23,625
-1,540
-6% -$104K 0.07% 271
2024
Q4 		$1.73M Sell
25,165
-5,435
-18% -$366K 0.08% 250
2024
Q3 		$1.97M Sell
30,600
-85,785
-74% -$5.35M 0.1% 226
2024
Q2 		$7.31M Sell
116,385
-99,970
-46% -$5.83M 0.38% 64
2024
Q1 		$12.4M Sell
216,355
-54,365
-20% -$3M 0.68% 26
2023
Q4 		$14.1M Buy
270,720
+246,585
+1,022% +$12M 0.79% 22
2023
Q3 		$1.1M Sell
24,135
-70
-0.3% -$3.3K 0.07% 254
2023
Q2 		$1.14M Sell
24,205
-520
-2% -$22.4K 0.07% 255
2023
Q1 		$1.01M Buy
24,725
+970
+4% +$36.8K 0.07% 282
2022
Q4 		$818K Sell
23,755
-940
-4% -$33.7K 0.06% 310
2022
Q3 		$861K Sell
24,695
-465
-2% -$18.3K 0.07% 296
2022
Q2 		$914K Sell
25,160
-750
-3% -$30.2K 0.07% 287
2022
Q1 		$1.22M Buy
25,910
+7,145
+38% +$331K 0.08% 261
2021
Q4 		$979K Sell
18,765
-645
-3% -$32.7K 0.08% 266
2021
Q3 		$912K Sell
19,410
-270
-1% -$13.1K 0.09% 239
2021
Q2 		$911K Sell
19,680
-125
-0.6% -$5.5K 0.11% 204
2021
Q1 		$820K Buy
19,805
+1,305
+7% +$53.8K 0.13% 170
2020
Q4 		$754K Sell
18,500
-250
-1% -$9.68K 0.15% 125
2020
Q3 		$695K Buy
18,750
+915
+5% +$33K 0.17% 121
2020
Q2 		$583K Sell
17,835
-3,410
-16% -$102K 0.15% 115
2020
Q1 		$540K Buy
21,245
+835
+4% +$24.1K 0.14% 133
2019
Q4 		$595K Sell
20,410
-1,875
-8% -$51.8K 0.15% 122
2019
Q3 		$591K Sell
22,285
-1,135
-5% -$30K 0.15% 120
2019
Q2 		$606K Sell
23,420
-6,480
-22% -$165K 0.18% 115
2019
Q1 		$744K Sell
29,900
-1,205
-4% -$28.3K 0.27% 82
2018
Q4 		$666K Buy
+31,105
New +$720K 0.39% 61

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

Gladstone Institutional Advisory's MGK Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.4% in Q2 2026, buying an estimated $99.9K and bringing the position to 27,841 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #256.

Gladstone Institutional Advisory first reported a position in MGK in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.1M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Gladstone Institutional Advisory held 27,841 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.45M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,171 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $99.9K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #256 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's Vanguard Morningstar Mega Cap Growth ETF position peaked at $14.1M in Q4 2023.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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