Live Oak Investment Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Live Oak Investment 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	$521K	Buy	5,932 +87	+1%	+$7.42K	0.28%	66
2026 Q1	$430K	Buy	5,845 +100	+2%	+$7.86K	0.25%	72
2025 Q4	$474K	Buy	5,745 +90	+2%	+$7.39K	0.29%	66
2025 Q3	$455K	Buy	5,655 +40	+0.7%	+$3.07K	0.3%	65
2025 Q2	$411K	Sell	5,615 -2,790	-33%	-$184K	0.32%	61
2025 Q1	$519K	Buy	+8,405	New	+$567K	0.41%	57
2024 Q4	–	Hold	0	–	–	–	56
2024 Q3	–	Hold	0	–	–	–	42
2024 Q2	–	Hold	0	–	–	–	41
2023 Q4	–	Hold	0	–	–	–	46
2023 Q3	–	Hold	0	–	–	–	53
2023 Q2	–	Hold	0	–	–	–	51
2023 Q1	–	Hold	0	–	–	–	58
2022 Q4	–	Hold	0	–	–	–	64

Other funds holding MGK

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

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

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

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

Live Oak Investment Partners's MGK Position: Q2 2026 in Review

Live Oak Investment Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.5% in Q2 2026, buying an estimated $7.42K and bringing the position to 5,932 shares worth $521K. The position accounts for 0.28% of the portfolio, ranked #66.

Live Oak Investment Partners first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Live Oak Investment Partners held 5,932 shares of Vanguard Morningstar Mega Cap Growth ETF worth $521K as of Q2 2026.
Live Oak Investment Partners bought 87 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $7.42K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.28% of Live Oak Investment Partners's portfolio in Q2 2026, its #66 holding.
Live Oak Investment Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.