Gotham Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Gotham Asset Management’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	$672K	Buy	7,640 +70	+0.9%	+$5.97K	﹤0.01%	1440
2026 Q1	$556K	Buy	7,570 +725	+11%	+$56.9K	﹤0.01%	1465
2025 Q4	$565K	Buy	6,845 +2,165	+46%	+$178K	﹤0.01%	1404
2025 Q3	$377K	Hold	4,680	–	–	﹤0.01%	1456
2025 Q2	$343K	Hold	4,680	–	–	﹤0.01%	1420
2025 Q1	$289K	Buy	+4,680	New	+$316K	﹤0.01%	1377

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

Gotham Asset Management's MGK Position: Q2 2026 in Review

Gotham Asset Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.92% in Q2 2026, buying an estimated $5.97K and bringing the position to 7,640 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Gotham Asset Management first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Gotham Asset Management held 7,640 shares of Vanguard Morningstar Mega Cap Growth ETF worth $672K as of Q2 2026.
Gotham Asset Management bought 70 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.97K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1440 holding.
Gotham Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.