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

NewEdge Wealth’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	$2.93M	Buy	33,323 +403	+1%	+$34.4K	0.03%	357
2026 Q1	$2.42M	Buy	32,920 +15,585	+90%	+$1.22M	0.03%	375
2025 Q4	$1.43M	Buy	17,335 +13,720	+380%	+$1.13M	0.02%	536
2025 Q3	$301K	Buy	+3,615	New	+$277K	﹤0.01%	874

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

NewEdge Wealth's MGK Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.2% in Q2 2026, buying an estimated $34.4K and bringing the position to 33,323 shares worth $2.93M. The position accounts for 0.03% of the portfolio, ranked #357.

NewEdge Wealth first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

NewEdge Wealth held 33,323 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.93M as of Q2 2026.
NewEdge Wealth bought 403 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $34.4K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #357 holding.
NewEdge Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.