Latitude Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Latitude Advisors’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	$765K	Buy	8,705 +115	+1%	+$9.81K	0.31%	76
2026 Q1	$631K	Sell	8,590 -250	-3%	-$19.6K	0.29%	89
2025 Q4	$730K	Buy	8,840 +225	+3%	+$18.5K	0.32%	78
2025 Q3	$693K	Buy	8,615 +125	+1%	+$9.59K	0.32%	77
2025 Q2	$622K	Hold	8,490	–	–	0.31%	76
2025 Q1	$524K	Buy	8,490 +5	+0.1%	+$337	0.3%	82
2024 Q4	$583K	Sell	8,485 -25	-0.3%	-$1.68K	0.33%	74
2024 Q3	$548K	Buy	8,510 +1,555	+22%	+$97K	0.31%	78
2024 Q2	$437K	Buy	6,955 +150	+2%	+$8.75K	0.27%	81
2024 Q1	$390K	Hold	6,805	–	–	0.24%	96
2023 Q4	$353K	Hold	6,805	–	–	0.25%	109
2023 Q3	$309K	Buy	6,805 +5	+0.1%	+$236	0.22%	109
2023 Q2	$320K	Hold	6,800	–	–	0.22%	102
2023 Q1	$278K	Sell	6,800 -75	-1%	-$2.84K	0.2%	122
2022 Q4	$237K	Buy	6,875 +575	+9%	+$20.6K	0.18%	136
2022 Q3	$220K	Hold	6,300	–	–	0.18%	129
2022 Q2	$229K	Sell	6,300 -12,600	-67%	-$507K	0.21%	121
2022 Q1	$890K	Buy	18,900 +6,300	+50%	+$292K	0.2%	108
2021 Q4	$657K	Hold	12,600	–	–	0.18%	118
2021 Q3	$592K	Buy	12,600 +6,300	+100%	+$305K	0.19%	113
2021 Q2	$292K	Sell	6,300 -250	-4%	-$11K	0.22%	114
2021 Q1	$271K	Hold	6,550	–	–	0.22%	112
2020 Q4	$267K	Buy	+6,550	New	+$254K	0.24%	105

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Latitude Advisors's MGK Position: Q2 2026 in Review

Latitude Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.3% in Q2 2026, buying an estimated $9.81K and bringing the position to 8,705 shares worth $765K. The position accounts for 0.31% of the portfolio, ranked #76.

Latitude Advisors first reported a position in MGK in Q4 2020 and has held it in 23 quarters since. The position peaked at $890K in Q1 2022. 485 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Latitude Advisors held 8,705 shares of Vanguard Morningstar Mega Cap Growth ETF worth $765K as of Q2 2026.
Latitude Advisors bought 115 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $9.81K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.31% of Latitude Advisors's portfolio in Q2 2026, its #76 holding.
Latitude Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Latitude Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $890K in Q1 2022.
485 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.