Optivise Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Optivise Advisory Services's MGK Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, buying an estimated $96.9K and bringing the position to 9,260 shares worth $814K. The position accounts for 0.41% of the portfolio, ranked #66.

Optivise Advisory Services first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

• Optivise Advisory Services held 9,260 shares of Vanguard Morningstar Mega Cap Growth ETF worth $814K as of Q2 2026.
• Optivise Advisory Services bought 1,135 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $96.9K.
• Vanguard Morningstar Mega Cap Growth ETF made up 0.41% of Optivise Advisory Services's portfolio in Q2 2026, its #66 holding.
• Optivise Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
• 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.