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Vise Technologies’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Vise Technologies’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 		$1.81M Buy
20,542
+10,827
+111% +$924K 0.02% 576
2026
Q1 		$802K Hold
9,715
– – 0.02% 665
2025
Q4 		$802K Buy
9,715
+3,560
+58% +$292K 0.02% 670
2025
Q3 		$495K Buy
+6,155
New +$472K 0.02% 670

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Vise Technologies's MGK Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 111% in Q2 2026, buying an estimated $924K and bringing the position to 20,542 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #576.

Vise Technologies first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Vise Technologies held 20,542 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.81M as of Q2 2026.
  • Vise Technologies bought 10,827 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $924K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #576 holding.
  • Vise Technologies first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.