OC
MGK icon

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

Oakworth Capital’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 		– Sell
-95
Closed -$6.98K – 943
2026
Q1 		$6.98K Hold
95
– – ﹤0.01% 696
2025
Q4 		$7.84K Hold
95
– – ﹤0.01% 684
2025
Q3 		$7.65K Buy
+95
New +$7.29K ﹤0.01% 647

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

Oakworth Capital's MGK Position: Q2 2026 in Review

Oakworth Capital sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 95 shares — an estimated $6.98K sold.

Oakworth Capital first reported a position in MGK in Q3 2025 and held it in 3 quarters. The position peaked at $7.84K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Oakworth Capital reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Oakworth Capital sold 95 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $6.98K.
  • Oakworth Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and held it in 3 quarters.
  • Oakworth Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $7.84K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.