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MGK icon

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

NewEdge 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 		$8.97M Sell
102,073
-1,962
-2% -$167K 0.03% 543
2026
Q1 		$7.65M Sell
104,035
-535
-0.5% -$42K 0.03% 536
2025
Q4 		$8.63M Buy
104,570
+8,355
+9% +$686K 0.03% 481
2025
Q3 		$7.74M Buy
96,215
+33,695
+54% +$2.59M 0.04% 474
2025
Q2 		$4.58M Buy
62,520
+840
+1% +$55.4K 0.02% 600
2025
Q1 		$3.81M Sell
61,680
-4,845
-7% -$327K 0.02% 596
2024
Q4 		$4.57M Sell
66,525
-2,915
-4% -$196K 0.03% 533
2024
Q3 		$4.47M Sell
69,440
-28,830
-29% -$1.8M 0.03% 517
2024
Q2 		$6.18M Sell
98,270
-3,210
-3% -$187K 0.05% 388
2024
Q1 		$5.82M Sell
101,480
-683,315
-87% -$37.7M 0.05% 354
2023
Q4 		$42.1M Buy
784,795
+535
+0.1% +$26K 0.4% 52
2023
Q3 		$35.6M Buy
784,260
+13,355
+2% +$630K 0.39% 62
2023
Q2 		$36.3M Sell
770,905
-20,460
-3% -$882K 0.41% 62
2023
Q1 		$32.4M Buy
791,365
+25,960
+3% +$984K 0.4% 65
2022
Q4 		$26.2M Buy
765,405
+334,935
+78% +$12M 0.71% 22
2022
Q3 		$15M Buy
430,470
+357,230
+488% +$14.1M 0.25% 106
2022
Q2 		$2.66M Buy
73,240
+11,615
+19% +$467K 0.04% 368
2022
Q1 		$2.9M Sell
61,625
-30,800
-33% -$1.43M 0.05% 335
2021
Q4 		$4.82M Buy
+92,425
New +$4.68M 0.07% 249
2021
Q1 		– Sell
-47,635
Closed -$1.94M – 1079
2020
Q4 		$1.94M Buy
47,635
+2,555
+6% +$98.9K 0.06% 262
2020
Q3 		$1.67M Buy
+45,080
New +$1.62M 0.06% 276

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

NewEdge Advisors's MGK Position: Q2 2026 in Review

NewEdge Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.9% in Q2 2026, selling an estimated $167K and leaving 102,073 shares worth $8.97M. The position accounts for 0.03% of the portfolio, ranked #543.

NewEdge Advisors first reported a position in MGK in Q3 2020 and has held it in 21 quarters since. The position peaked at $42.1M in Q4 2023. 1,016 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • NewEdge Advisors held 102,073 shares of Vanguard Morningstar Mega Cap Growth ETF worth $8.97M as of Q2 2026.
  • NewEdge Advisors sold 1,962 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $167K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #543 holding.
  • NewEdge Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • NewEdge Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $42.1M in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.