Westbourne Investments’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Westbourne Investments’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	$1.86M	Buy	21,125 +230	+1%	+$19.6K	0.76%	38
2026 Q1	$1.54M	Sell	20,895 -200	-0.9%	-$15.7K	0.73%	46
2025 Q4	$1.74M	Sell	21,095 -250	-1%	-$20.5K	0.81%	37
2025 Q3	$1.8M	Sell	21,345 -575	-3%	-$44.1K	0.86%	40
2025 Q2	$1.61M	Sell	21,920 -425	-2%	-$28K	0.86%	42
2025 Q1	$1.38M	Sell	22,345 -750	-3%	-$50.6K	0.83%	44
2024 Q4	$1.59M	Buy	+23,095	New	+$1.55M	0.94%	33

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

Westbourne Investments's MGK Position: Q2 2026 in Review

Westbourne Investments increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 21,125 shares worth $1.86M. The position accounts for 0.76% of the portfolio, ranked #38.

Westbourne Investments first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Westbourne Investments held 21,125 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.86M as of Q2 2026.
Westbourne Investments bought 230 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.76% of Westbourne Investments's portfolio in Q2 2026, its #38 holding.
Westbourne Investments first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.