Graney & King’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Graney & King’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	$1.38M	Buy	15,714 +369	+2%	+$31.5K	0.5%	22
2026 Q1	$1.13M	Buy	15,345 +6,890	+81%	+$541K	0.61%	24
2025 Q4	$698K	Sell	8,455 -910	-10%	-$74.7K	0.41%	33
2025 Q3	$754K	Sell	9,365 -1,190	-11%	-$91.3K	0.52%	33
2025 Q2	$773K	Hold	10,555	–	–	0.52%	29
2025 Q1	$652K	Sell	10,555 -4,495	-30%	-$303K	0.49%	31
2024 Q4	$851K	Buy	+15,050	New	+$1.01M	0.64%	25

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

Graney & King's MGK Position: Q2 2026 in Review

Graney & King increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.4% in Q2 2026, buying an estimated $31.5K and bringing the position to 15,714 shares worth $1.38M. The position accounts for 0.5% of the portfolio, ranked #22.

Graney & King first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Graney & King held 15,714 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.38M as of Q2 2026.
Graney & King bought 369 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $31.5K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.5% of Graney & King's portfolio in Q2 2026, its #22 holding.
Graney & King first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.