Kera Capital Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Kera Capital Partners’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	$2.32M	Sell	26,437 -19,363	-42%	-$1.65M	0.22%	61
2026 Q1	$3.37M	Buy	45,800 +1,040	+2%	+$81.7K	0.41%	49
2025 Q4	$3.63M	Sell	44,760 -295	-0.7%	-$24.2K	0.45%	47
2025 Q3	$3.63M	Buy	45,055 +1,035	+2%	+$79.4K	0.54%	42
2025 Q2	$3.22M	Buy	44,020 +32,960	+298%	+$2.17M	0.64%	42
2025 Q1	$683K	Sell	11,060 -1,000	-8%	-$67.5K	0.2%	56
2024 Q4	$828K	Buy	+12,060	New	+$812K	0.24%	50

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

Kera Capital Partners's MGK Position: Q2 2026 in Review

Kera Capital Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 42% in Q2 2026, selling an estimated $1.65M and leaving 26,437 shares worth $2.32M. The position accounts for 0.22% of the portfolio, ranked #61.

Kera Capital Partners first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.63M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Kera Capital Partners held 26,437 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.32M as of Q2 2026.
Kera Capital Partners sold 19,363 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.65M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.22% of Kera Capital Partners's portfolio in Q2 2026, its #61 holding.
Kera Capital Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Kera Capital Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.63M in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.