Morton Capital Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Morton Capital Management’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	$598K	Buy	6,805 +2,190	+47%	+$187K	0.08%	78
2026 Q1	$339K	Buy	4,615 +825	+22%	+$64.8K	0.05%	89
2025 Q4	$313K	Hold	3,790	–	–	0.05%	92
2025 Q3	$305K	Hold	3,790	–	–	0.05%	92
2025 Q2	$278K	Hold	3,790	–	–	0.05%	97
2025 Q1	$234K	Hold	3,790	–	–	0.05%	98
2024 Q4	$260K	Hold	3,790	–	–	0.05%	92
2024 Q3	$244K	Sell	3,790 -3,730	-50%	-$233K	0.05%	97
2024 Q2	$473K	Buy	7,520 +2,980	+66%	+$174K	0.11%	61
2024 Q1	$260K	Buy	+4,540	New	+$250K	0.07%	84

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

Morton Capital Management's MGK Position: Q2 2026 in Review

Morton Capital Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 47% in Q2 2026, buying an estimated $187K and bringing the position to 6,805 shares worth $598K. The position accounts for 0.08% of the portfolio, ranked #78.

Morton Capital Management first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Morton Capital Management held 6,805 shares of Vanguard Morningstar Mega Cap Growth ETF worth $598K as of Q2 2026.
Morton Capital Management bought 2,190 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $187K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Morton Capital Management's portfolio in Q2 2026, its #78 holding.
Morton Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.