Gradient Investments’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $313K | Buy |
3,556
+126
| +4% | +$10.8K | ﹤0.01% | 406 |
|
|
2026
Q1 | $252K | Sell |
3,430
-845
| -20% | -$66.4K | ﹤0.01% | 397 |
|
|
2025
Q4 | $353K | Buy |
4,275
+885
| +26% | +$72.7K | 0.01% | 301 |
|
|
2025
Q3 | $273K | Buy |
3,390
+5
| +0.1% | +$384 | ﹤0.01% | 339 |
|
|
2025
Q2 | $248K | Sell |
3,385
-15
| -0.4% | -$989 | ﹤0.01% | 334 |
|
|
2025
Q1 | $210K | Hold |
3,400
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $233K | Buy |
+3,400
| New | +$229K | ﹤0.01% | 279 |
|
|
2024
Q3 | – | Sell |
-2,115
| Closed | -$133K | – | 908 |
|
|
2024
Q2 | $133K | Hold |
2,115
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $121K | Sell |
2,115
-170
| -7% | -$9.38K | ﹤0.01% | 339 |
|
|
2023
Q4 | $119K | Sell |
2,285
-195
| -8% | -$9.46K | ﹤0.01% | 405 |
|
|
2023
Q3 | $113K | Sell |
2,480
-275
| -10% | -$13K | ﹤0.01% | 374 |
|
|
2023
Q2 | $130K | Sell |
2,755
-260
| -9% | -$11.2K | ﹤0.01% | 372 |
|
|
2023
Q1 | $123K | Buy |
3,015
+645
| +27% | +$24.4K | ﹤0.01% | 348 |
|
|
2022
Q4 | $81.6K | Sell |
2,370
-180
| -7% | -$6.45K | ﹤0.01% | 419 |
|
|
2022
Q3 | $89K | Buy |
2,550
+1,595
| +167% | +$62.8K | ﹤0.01% | 387 |
|
|
2022
Q2 | $35K | Buy |
955
+100
| +12% | +$4.02K | ﹤0.01% | 527 |
|
|
2022
Q1 | $40K | Hold |
855
| – | – | ﹤0.01% | 516 |
|
|
2021
Q4 | $45K | Hold |
855
| – | – | ﹤0.01% | 494 |
|
|
2021
Q3 | $40K | Sell |
855
-1,595
| -65% | -$77.2K | ﹤0.01% | 502 |
|
|
2021
Q2 | $113K | Buy |
2,450
+1,595
| +187% | +$70.2K | ﹤0.01% | 348 |
|
|
2021
Q1 | $35K | Sell |
855
-310
| -27% | -$12.8K | ﹤0.01% | 522 |
|
|
2020
Q4 | $43K | Hold |
1,165
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $43K | Buy |
1,165
+480
| +70% | +$17.3K | ﹤0.01% | 432 |
|
|
2020
Q2 | $22K | Sell |
685
-1,040
| -60% | -$31K | ﹤0.01% | 510 |
|
|
2020
Q1 | $44K | Sell |
1,725
-1,480
| -46% | -$42.8K | ﹤0.01% | 369 |
|
|
2019
Q4 | $93K | Buy |
3,205
+1,390
| +77% | +$38.4K | ﹤0.01% | 319 |
|
|
2019
Q3 | $48K | Buy |
1,815
+145
| +9% | +$3.84K | ﹤0.01% | 398 |
|
|
2019
Q2 | $43K | Buy |
1,670
+1,170
| +234% | +$29.8K | ﹤0.01% | 402 |
|
|
2019
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 525 |
|
|
2018
Q4 | $11K | Sell |
500
-615
| -55% | -$14.2K | ﹤0.01% | 562 |
|
|
2018
Q3 | $29K | Hold |
1,115
| – | – | ﹤0.01% | 430 |
|
|
2018
Q2 | $27K | Buy |
1,115
+250
| +29% | +$5.83K | ﹤0.01% | 434 |
|
|
2018
Q1 | $19K | Hold |
865
| – | – | ﹤0.01% | 484 |
|
|
2017
Q4 | $19K | Buy |
+865
| New | +$18.8K | ﹤0.01% | 481 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$2K | – | 753 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$1.67K | ﹤0.01% | 616 |
|
Other funds holding MGK
CCWM
VIA
MFG
Gradient Investments's MGK Position: Q2 2026 in Review
Gradient Investments increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 3,556 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #406.
Gradient Investments first reported a position in MGK in Q2 2016 and has held it in 35 quarters since. The position peaked at $353K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.
- Gradient Investments held 3,556 shares of Vanguard Morningstar Mega Cap Growth ETF worth $313K as of Q2 2026.
- Gradient Investments bought 126 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $10.8K.
- Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #406 holding.
- Gradient Investments first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2016 and has held it in 35 quarters since.
- Gradient Investments's Vanguard Morningstar Mega Cap Growth ETF position peaked at $353K in Q4 2025.
- 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.