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

Platform Technology 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 		$635K Buy
7,225
+170
+2% +$14.5K 0.1% 160
2026
Q1 		$518K Buy
7,055
+100
+1% +$7.86K 0.1% 160
2025
Q4 		$574K Hold
6,955
– – 0.12% 146
2025
Q3 		$560K Sell
6,955
-80
-1% -$6.14K 0.13% 142
2025
Q2 		$515K Hold
7,035
– – 0.13% 147
2025
Q1 		$435K Buy
7,035
+195
+3% +$13.2K 0.13% 148
2024
Q4 		$470K Sell
6,840
-5
-0.1% -$337 0.14% 131
2024
Q3 		$441K Sell
6,845
-440
-6% -$27.4K 0.14% 133
2024
Q2 		$458K Buy
+7,285
New +$425K 0.16% 123
2023
Q4 		$478K Sell
8,495
-100
-1% -$4.85K 0.19% 116
2023
Q3 		$390K Buy
8,595
+530
+7% +$25K 0.18% 119
2023
Q2 		$376K Sell
8,065
-44,865
-85% -$1.93M 0.18% 125
2023
Q1 		$2.17M Sell
52,930
-4,265
-7% -$162K 1.07% 20
2022
Q4 		$1.97M Sell
57,195
-690
-1% -$24.7K 1.02% 21
2022
Q3 		$2.02M Buy
57,885
+4,815
+9% +$190K 1.15% 16
2022
Q2 		$1.93M Buy
53,070
+1,400
+3% +$56.3K 1.05% 23
2022
Q1 		$2.43M Buy
51,670
+4,815
+10% +$223K 1.17% 15
2021
Q4 		$2.44M Buy
46,855
+4,070
+10% +$206K 1.07% 14
2021
Q3 		$2.01M Buy
42,785
+4,795
+13% +$232K 0.91% 19
2021
Q2 		$1.76M Buy
+37,990
New +$1.67M 0.72% 27
2020
Q4 		$1.32M Buy
32,475
+11,490
+55% +$445K 0.65% 39
2020
Q3 		$778K Buy
20,985
+1,430
+7% +$51.5K 0.48% 54
2020
Q2 		$639K Buy
19,555
+2,165
+12% +$64.6K 0.45% 62
2020
Q1 		$442K Buy
+17,390
New +$502K 0.4% 69

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

Platform Technology Partners's MGK Position: Q2 2026 in Review

Platform Technology Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 7,225 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #160.

Platform Technology Partners first reported a position in MGK in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.44M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Platform Technology Partners held 7,225 shares of Vanguard Morningstar Mega Cap Growth ETF worth $635K as of Q2 2026.
  • Platform Technology Partners bought 170 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $14.5K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of Platform Technology Partners's portfolio in Q2 2026, its #160 holding.
  • Platform Technology Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • Platform Technology Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.44M in Q4 2021.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.