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

Truvestments Capital’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	$96.7K	Hold	1,100	–	–	0.01%	409
2026 Q1	$80.8K	Hold	1,100	–	–	0.01%	425
2025 Q4	$90.8K	Hold	1,100	–	–	0.02%	354
2025 Q3	$88.5K	Hold	1,100	–	–	0.02%	362
2025 Q2	$80.6K	Hold	1,100	–	–	0.02%	320
2025 Q1	$68K	Hold	1,100	–	–	0.01%	341
2024 Q4	$75.5K	Buy	+1,100	New	+$74K	0.02%	314
2022 Q4	–	Sell	-475	Closed	-$17K	–	944
2022 Q3	$17K	Hold	475	–	–	0.01%	358
2022 Q2	$17K	Buy	+475	New	+$19.1K	0.01%	358
2022 Q1	–	Sell	-475	Closed	-$25K	–	392
2021 Q4	$25K	Buy	+475	New	+$24.1K	0.01%	327

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

Truvestments Capital's MGK Position: Q2 2026 in Review

Truvestments Capital held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 1,100 shares worth $96.7K. The position accounts for 0.01% of the portfolio, ranked #409.

Truvestments Capital first reported a position in MGK in Q4 2021 and has held it in 10 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Truvestments Capital held 1,100 shares of Vanguard Morningstar Mega Cap Growth ETF worth $96.7K as of Q2 2026.
Truvestments Capital left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #409 holding.
Truvestments Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.