Steward Partners Investment Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Steward Partners Investment Advisory’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	$10.7M	Sell	121,873 -25,147	-17%	-$2.15M	0.05%	328
2026 Q1	$10.8M	Buy	147,020 +9,610	+7%	+$755K	0.06%	311
2025 Q4	$11.3M	Sell	137,410 -6,385	-4%	-$524K	0.06%	269
2025 Q3	$11.6M	Sell	143,795 -12,725	-8%	-$977K	0.07%	251
2025 Q2	$11.5M	Buy	156,520 +6,740	+4%	+$444K	0.09%	225
2025 Q1	$9.25M	Buy	149,780 +18,735	+14%	+$1.26M	0.08%	245
2024 Q4	$9M	Buy	131,045 +6,630	+5%	+$446K	0.08%	242
2024 Q3	$8.01M	Buy	124,415 +11,405	+10%	+$711K	0.07%	262
2024 Q2	$7.1M	Buy	113,010 +31,600	+39%	+$1.84M	0.07%	266
2024 Q1	$4.67M	Buy	81,410 +33,140	+69%	+$1.83M	0.05%	348
2023 Q4	$2.51M	Buy	48,270 +14,675	+44%	+$712K	0.03%	447
2023 Q3	$1.52M	Sell	33,595 -2,355	-7%	-$111K	0.02%	538
2023 Q2	$1.69M	Buy	35,950 +1,250	+4%	+$53.9K	0.03%	531
2023 Q1	$1.42M	Buy	34,700 +4,655	+15%	+$176K	0.02%	568
2022 Q4	$1.03M	Sell	30,045 -1,375	-4%	-$49.2K	0.02%	656
2022 Q3	$1.09M	Buy	31,420 +2,685	+9%	+$106K	0.02%	597
2022 Q2	$1.04M	Sell	28,735 -2,525	-8%	-$102K	0.02%	619
2022 Q1	$1.47M	Sell	31,260 -9,300	-23%	-$431K	0.02%	572
2021 Q4	$2.12M	Buy	40,560 +8,235	+25%	+$417K	0.03%	482
2021 Q3	$1.52M	Buy	32,325 +465	+1%	+$22.5K	0.03%	530
2021 Q2	$1.47M	Sell	31,860 -13,010	-29%	-$573K	0.02%	538
2021 Q1	$1.86M	Buy	44,870 +14,250	+47%	+$587K	0.03%	458
2020 Q4	$1.25M	Buy	30,620 +620	+2%	+$24K	0.03%	492
2020 Q3	$1.11M	Buy	30,000 +13,175	+78%	+$475K	0.03%	458
2020 Q2	$550K	Buy	+16,825	New	+$502K	0.02%	599

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

Steward Partners Investment Advisory's MGK Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 17% in Q2 2026, selling an estimated $2.15M and leaving 121,873 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #328.

Steward Partners Investment Advisory first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.6M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Steward Partners Investment Advisory held 121,873 shares of Vanguard Morningstar Mega Cap Growth ETF worth $10.7M as of Q2 2026.
Steward Partners Investment Advisory sold 25,147 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.15M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #328 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Vanguard Morningstar Mega Cap Growth ETF position peaked at $11.6M in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.