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

VestGen 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	$1.12M	Buy	+12,776	New	+$1.09M	0.03%	430
2025 Q4	–	Sell	-13,120	Closed	-$1.06M	–	816
2025 Q3	$1.06M	Hold	13,120	–	–	0.04%	362
2025 Q2	$961K	Hold	13,120	–	–	0.04%	333
2025 Q1	$811K	Buy	+13,120	New	+$885K	0.04%	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

VestGen Advisors's MGK Position: Q2 2026 in Review

VestGen Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 12,776 shares worth $1.12M. The stake represents 0.03% of the portfolio and ranks #430 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in MGK as recently as Q3 2025.

VestGen Advisors first reported a position in MGK in Q1 2025 and has held it in 4 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

VestGen Advisors held 12,776 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.12M as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new VestGen Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #430 holding.
VestGen Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.