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

Oak Family 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
Q1 		– Sell
-19,600
Closed -$1.62M – 124
2025
Q4 		$1.62M Buy
19,600
+10,770
+122% +$885K 0.44% 56
2025
Q3 		$711K Buy
+8,830
New +$678K 0.18% 69

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oak Family Advisors's MGK Position: Q1 2026 in Review

Oak Family Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 19,600 shares — an estimated $1.62M sold.

Oak Family Advisors first reported a position in MGK in Q3 2025 and held it in 2 quarters. The position peaked at $1.62M in Q4 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Oak Family Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Oak Family Advisors sold 19,600 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $1.62M.
  • Oak Family Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Oak Family Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.62M in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.