Milestone Asset Management Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Milestone Asset Management Group’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	$6.61M	Buy	75,231 +1,501	+2%	+$128K	3.33%	4
2026 Q1	$5.42M	Buy	73,730 +4,285	+6%	+$337K	3.17%	5
2025 Q4	$5.73M	Buy	69,445 +12,440	+22%	+$1.02M	3.24%	5
2025 Q3	$4.59M	Buy	57,005 +3,920	+7%	+$301K	2.89%	8
2025 Q2	$3.89M	Buy	53,085 +2,865	+6%	+$189K	2.88%	8
2025 Q1	$3.1M	Buy	50,220 +4,010	+9%	+$271K	2.8%	8
2024 Q4	$3.17M	Buy	+46,210	New	+$3.11M	2.84%	7

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

Milestone Asset Management Group's MGK Position: Q2 2026 in Review

Milestone Asset Management Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2% in Q2 2026, buying an estimated $128K and bringing the position to 75,231 shares worth $6.61M. The position accounts for 3.33% of the portfolio, ranked #4.

Milestone Asset Management Group first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Milestone Asset Management Group held 75,231 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.61M as of Q2 2026.
Milestone Asset Management Group bought 1,501 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $128K.
Vanguard Morningstar Mega Cap Growth ETF made up 3.33% of Milestone Asset Management Group's portfolio in Q2 2026, its #4 holding.
Milestone Asset Management Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.