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MGK icon

&Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

&Partners’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 		$27.6M Buy
312,826
+9,856
+3% +$841K 0.11% 167
2026
Q1 		$22.3M Sell
302,970
-49,940
-14% -$3.92M 0.11% 172
2025
Q4 		$29.1M Buy
352,910
+319,975
+972% +$26.3M 0.15% 129
2025
Q3 		$2.65M Buy
32,935
+3,705
+13% +$284K 0.02% 639
2025
Q2 		$2.14M Sell
29,230
-2,320
-7% -$153K 0.02% 638
2025
Q1 		$1.95M Buy
31,550
+13,240
+72% +$893K 0.02% 547
2024
Q4 		$1.27M Buy
18,310
+235
+1% +$15.8K 0.02% 672
2024
Q3 		$1.16M Buy
18,075
+12,000
+198% +$748K 0.02% 519
2024
Q2 		$382K Hold
6,075
– – 0.02% 631
2024
Q1 		$348K Hold
6,075
– – 0.05% 335
2023
Q4 		$315K Sell
6,075
-50
-0.8% -$2.43K 0.08% 201
2023
Q3 		$278K Hold
6,125
– – 0.13% 132
2023
Q2 		$288K Sell
6,125
-350
-5% -$15.1K 0.13% 133
2023
Q1 		$265K Hold
6,475
– – 0.13% 136
2022
Q4 		$223K Sell
6,475
-375
-5% -$13.4K 0.11% 158
2022
Q3 		$239K Sell
6,850
-75
-1% -$2.95K 0.14% 145
2022
Q2 		$252K Hold
6,925
– – 0.15% 140
2022
Q1 		$326K Sell
6,925
-425
-6% -$19.7K 0.18% 121
2021
Q4 		$383K Hold
7,350
– – 0.23% 99
2021
Q3 		$345K Sell
7,350
-425
-5% -$20.6K 0.22% 107
2021
Q2 		$360K Sell
7,775
-100
-1% -$4.4K 0.23% 99
2021
Q1 		$326K Hold
7,875
– – 0.24% 100
2020
Q4 		$321K Hold
7,875
– – 0.27% 86
2020
Q3 		$292K Sell
7,875
-3,000
-28% -$108K 0.3% 81
2020
Q2 		$356K Buy
+10,875
New +$325K 0.43% 63

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

&Partners's MGK Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.3% in Q2 2026, buying an estimated $841K and bringing the position to 312,826 shares worth $27.6M. The position accounts for 0.11% of the portfolio, ranked #167.

&Partners first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. The position peaked at $29.1M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • &Partners held 312,826 shares of Vanguard Morningstar Mega Cap Growth ETF worth $27.6M as of Q2 2026.
  • &Partners bought 9,856 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $841K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of &Partners's portfolio in Q2 2026, its #167 holding.
  • &Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • &Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $29.1M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.