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

Spectrum Investment 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 		$204K Buy
+2,315
New +$198K 0.08% 73
2026
Q1 		– Sell
-2,835
Closed -$234K – 49
2025
Q4 		$234K Buy
+2,835
New +$233K 0.12% 42

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

Spectrum Investment Advisors's MGK Position: Q2 2026 in Review

Spectrum Investment Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,315 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #73 among its holdings. This is a return to the name: Spectrum Investment Advisors previously reported a position in MGK as recently as Q4 2025.

Spectrum Investment Advisors first reported a position in MGK in Q4 2025 and has held it in 2 quarters since. The position peaked at $234K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Spectrum Investment Advisors held 2,315 shares of Vanguard Morningstar Mega Cap Growth ETF worth $204K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Spectrum Investment Advisors position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Spectrum Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Spectrum Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Spectrum Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $234K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.