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Owen LaRue’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Owen LaRue’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 		$2.08M Buy
23,713
+2,338
+11% +$200K 0.72% 41
2026
Q1 		$1.57M Buy
21,375
+5,100
+31% +$401K 0.6% 41
2025
Q4 		$1.34M Buy
16,275
+5,285
+48% +$434K 0.51% 50
2025
Q3 		$885K Buy
10,990
+1,025
+10% +$78.7K 0.35% 61
2025
Q2 		$730K Buy
9,965
+475
+5% +$31.3K 0.31% 66
2025
Q1 		$586K Buy
9,490
+3,750
+65% +$253K 0.29% 65
2024
Q4 		$394K Buy
5,740
+2,590
+82% +$174K 0.21% 67
2024
Q3 		$203K Buy
+3,150
New +$196K 0.11% 92

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

Owen LaRue's MGK Position: Q2 2026 in Review

Owen LaRue increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, buying an estimated $200K and bringing the position to 23,713 shares worth $2.08M. The position accounts for 0.72% of the portfolio, ranked #41.

Owen LaRue first reported a position in MGK in Q3 2024 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Owen LaRue held 23,713 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.08M as of Q2 2026.
  • Owen LaRue bought 2,338 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $200K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.72% of Owen LaRue's portfolio in Q2 2026, its #41 holding.
  • Owen LaRue first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.