Pacific Point Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Pacific Point Advisors’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	$693K	Hold	7,880	–	–	0.32%	82
2026 Q1	$579K	Buy	7,880 +250	+3%	+$19.6K	0.31%	85
2025 Q4	$630K	Hold	7,630	–	–	0.34%	85
2025 Q3	$614K	Hold	7,630	–	–	0.36%	82
2025 Q2	$559K	Hold	7,630	–	–	0.3%	79
2025 Q1	$471K	Hold	7,630	–	–	0.26%	77
2024 Q4	$533K	Buy	+7,630	New	+$514K	0.32%	73

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Pacific Point Advisors's MGK Position: Q2 2026 in Review

Pacific Point Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 7,880 shares worth $693K. The position accounts for 0.32% of the portfolio, ranked #82.

Pacific Point Advisors first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Pacific Point Advisors held 7,880 shares of Vanguard Morningstar Mega Cap Growth ETF worth $693K as of Q2 2026.
Pacific Point Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.32% of Pacific Point Advisors's portfolio in Q2 2026, its #82 holding.
Pacific Point Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.