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

Optivise Advisory Services’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 Q3	$2.05M	Buy	22,139 +12,879	+139%	+$1.15M	1.01%	25
2026 Q2	$814K	Buy	9,260 +1,135	+14%	+$96.9K	0.41%	66
2026 Q1	$597K	Sell	8,125 -325	-4%	-$25.5K	0.36%	79
2025 Q4	$698K	Buy	8,450 +785	+10%	+$64.5K	0.4%	74
2025 Q3	$617K	Buy	7,665 +460	+6%	+$35.3K	0.37%	70
2025 Q2	$528K	Buy	7,205 +515	+8%	+$33.9K	0.27%	90
2025 Q1	$413K	Sell	6,690 -450	-6%	-$30.4K	0.23%	94
2024 Q4	$490K	Buy	7,140 +1,095	+18%	+$73.7K	0.26%	89
2024 Q3	$389K	Sell	6,045 -405	-6%	-$25.3K	0.2%	98
2024 Q2	$405K	Buy	+6,450	New	+$376K	0.22%	98

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Optivise Advisory Services's MGK Position: Q3 2026 in Review

Optivise Advisory Services increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 139% in Q3 2026, buying an estimated $1.15M and bringing the position to 22,139 shares worth $2.05M. The position accounts for 1.01% of the portfolio, ranked #25.

Optivise Advisory Services first reported a position in MGK in Q2 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Optivise Advisory Services held 22,139 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.05M as of Q3 2026.
Optivise Advisory Services bought 12,879 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $1.15M.
Vanguard Morningstar Mega Cap Growth ETF made up 1.01% of Optivise Advisory Services's portfolio in Q3 2026, its #25 holding.
Optivise Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.