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

Sanctuary 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	$22.7M	Sell	258,150 -5,210	-2%	-$445K	0.11%	208
2026 Q1	$19.4M	Sell	263,360 -4,645	-2%	-$365K	0.1%	203
2025 Q4	$22.1M	Sell	268,005 -7,160	-3%	-$588K	0.12%	185
2025 Q3	$22.1M	Buy	275,165 +14,300	+5%	+$1.1M	0.13%	175
2025 Q2	$19.1M	Buy	260,865 +11,860	+5%	+$782K	0.12%	187
2025 Q1	$15.4M	Buy	249,005 +22,300	+10%	+$1.5M	0.11%	206
2024 Q4	$15.9M	Buy	226,705 +8,015	+4%	+$539K	0.1%	220
2024 Q3	$14.7M	Buy	218,690 +1,140	+0.5%	+$71.1K	0.09%	241
2024 Q2	$12.1M	Buy	+217,550	New	+$12.7M	0.09%	247

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

Sanctuary Advisors's MGK Position: Q2 2026 in Review

Sanctuary Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2% in Q2 2026, selling an estimated $445K and leaving 258,150 shares worth $22.7M. The position accounts for 0.11% of the portfolio, ranked #208.

Sanctuary Advisors first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sanctuary Advisors held 258,150 shares of Vanguard Morningstar Mega Cap Growth ETF worth $22.7M as of Q2 2026.
Sanctuary Advisors sold 5,210 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $445K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Sanctuary Advisors's portfolio in Q2 2026, its #208 holding.
Sanctuary Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.