VisionPoint Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

VisionPoint Advisory Group’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	$795K	Sell	9,040 -365	-4%	-$31.1K	0.13%	182
2026 Q1	$691K	Buy	9,405 +320	+4%	+$25.1K	0.13%	180
2025 Q4	$750K	Sell	9,085 -50	-0.5%	-$4.11K	0.15%	161
2025 Q3	$735K	Buy	9,135 +1,775	+24%	+$136K	0.15%	160
2025 Q2	$539K	Buy	+7,360	New	+$485K	0.12%	179

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

VisionPoint Advisory Group's MGK Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.9% in Q2 2026, selling an estimated $31.1K and leaving 9,040 shares worth $795K. The position accounts for 0.13% of the portfolio, ranked #182.

VisionPoint Advisory Group first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

VisionPoint Advisory Group held 9,040 shares of Vanguard Morningstar Mega Cap Growth ETF worth $795K as of Q2 2026.
VisionPoint Advisory Group sold 365 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $31.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q2 2026, its #182 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.