Prosperity Capital Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Prosperity Capital 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	$1.84M	Buy	20,886 +1,531	+8%	+$131K	0.09%	136
2026 Q1	$1.42M	Buy	19,355 +5,360	+38%	+$421K	0.08%	147
2025 Q4	$1.16M	Buy	13,995 +6,490	+86%	+$533K	0.07%	159
2025 Q3	$604K	Sell	7,505 -90	-1%	-$6.91K	0.04%	248
2025 Q2	$556K	Sell	7,595 -1,255	-14%	-$82.7K	0.04%	248
2025 Q1	$551K	Sell	8,850 -33,500	-79%	-$2.26M	0.04%	225
2024 Q4	$2.91M	Sell	42,350 -19,220	-31%	-$1.29M	0.24%	72
2024 Q3	$3.96M	Buy	61,570 +1,985	+3%	+$124K	0.34%	60
2024 Q2	$3.74M	Buy	59,585 +1,065	+2%	+$62.1K	0.41%	43
2024 Q1	$3.35M	Buy	58,520 +10,925	+23%	+$603K	0.4%	45
2023 Q4	$2.47M	Sell	47,595 -21,490	-31%	-$1.04M	0.27%	51
2023 Q3	$3.14M	Buy	+69,085	New	+$3.26M	0.41%	43

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

Prosperity Capital Advisors's MGK Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.9% in Q2 2026, buying an estimated $131K and bringing the position to 20,886 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #136.

Prosperity Capital Advisors first reported a position in MGK in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.96M in Q3 2024. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Prosperity Capital Advisors held 20,886 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.84M as of Q2 2026.
Prosperity Capital Advisors bought 1,531 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $131K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Prosperity Capital Advisors's portfolio in Q2 2026, its #136 holding.
Prosperity Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Prosperity Capital Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.96M in Q3 2024.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.