Virtus Family Office’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Virtus Family Office’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	–	Sell	-2,845	Closed	-$209K	–	72
2026 Q1	$209K	Hold	2,845	–	–	0.18%	69
2025 Q4	$235K	Sell	2,845 -9,935	-78%	-$816K	0.2%	62
2025 Q3	$1.03M	Buy	+12,780	New	+$981K	0.96%	36

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

Virtus Family Office's MGK Position: Q2 2026 in Review

Virtus Family Office sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 2,845 shares — an estimated $209K sold.

Virtus Family Office first reported a position in MGK in Q3 2025 and held it in 3 quarters. The position peaked at $1.03M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Virtus Family Office reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Virtus Family Office sold 2,845 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $209K.
Virtus Family Office first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and held it in 3 quarters.
Virtus Family Office's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.03M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.