Venture Visionary Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Venture Visionary Partners’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	$354K	Hold	4,030	–	–	0.01%	532
2026 Q1	$296K	Hold	4,030	–	–	0.01%	511
2025 Q4	$333K	Hold	4,030	–	–	0.01%	504
2025 Q3	$324K	Hold	4,030	–	–	0.01%	497
2025 Q2	$295K	Hold	4,030	–	–	0.01%	485
2025 Q1	$249K	Buy	4,030 +150	+4%	+$10.1K	0.01%	495
2024 Q4	$266K	Sell	3,880 -4,065	-51%	-$274K	0.01%	476
2024 Q3	$511K	Buy	7,945 +10	+0.1%	+$624	0.02%	368
2024 Q2	$499K	Hold	7,935	–	–	0.02%	375
2024 Q1	$455K	Hold	7,935	–	–	0.02%	394
2023 Q4	$412K	Hold	7,935	–	–	0.02%	390
2023 Q3	$360K	Hold	7,935	–	–	0.02%	387
2023 Q2	$373K	Buy	7,935 +750	+10%	+$32.3K	0.02%	391
2023 Q1	$294K	Buy	+7,185	New	+$272K	0.02%	410
2022 Q3	–	Sell	-805	Closed	-$29.3K	–	1118
2022 Q2	$29.3K	Buy	+805	New	+$32.4K	﹤0.01%	938

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

Venture Visionary Partners's MGK Position: Q2 2026 in Review

Venture Visionary Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 4,030 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #532.

Venture Visionary Partners first reported a position in MGK in Q2 2022 and has held it in 15 quarters since. The position peaked at $511K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Venture Visionary Partners held 4,030 shares of Vanguard Morningstar Mega Cap Growth ETF worth $354K as of Q2 2026.
Venture Visionary Partners 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 Venture Visionary Partners's portfolio in Q2 2026, its #532 holding.
Venture Visionary Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 15 quarters since.
Venture Visionary Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $511K in Q3 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.