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Optivise Advisory Services’s Vanguard 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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Optivise Advisory Services increased its Vanguard 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. 375 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Optivise Advisory Services held 9,260 shares of Vanguard Mega Cap Growth ETF worth $814K as of Q2 2026.
  • Optivise Advisory Services bought 1,135 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $96.9K.
  • Vanguard 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 Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 375 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

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