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

World Investment 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 		$2.96M Sell
11,749
-47,816
-80% -$4.08M 0.05% 381
2026
Q1 		$4.38M Sell
59,565
-60,050
-50% -$4.72M 0.07% 294
2025
Q4 		$9.87M Buy
119,615
+13,440
+13% +$1.1M 0.16% 150
2025
Q3 		$8.55M Buy
106,175
+56,655
+114% +$4.35M 0.17% 136
2025
Q2 		$3.63M Buy
49,520
+3,400
+7% +$224K 0.08% 266
2025
Q1 		$2.85M Sell
46,120
-5,355
-10% -$361K 0.07% 289
2024
Q4 		$3.54M Buy
51,475
+12,215
+31% +$822K 0.1% 241
2024
Q3 		$2.53M Buy
39,260
+30,530
+350% +$1.9M 0.08% 264
2024
Q2 		$549K Buy
8,730
+4,810
+123% +$281K 0.03% 381
2024
Q1 		$225K Sell
3,920
-3,005
-43% -$166K 0.03% 360
2023
Q4 		$359K Buy
6,925
+850
+14% +$41.2K 0.05% 275
2023
Q3 		$276K Sell
6,075
-1,000
-14% -$47.2K 0.05% 213
2023
Q2 		$333K Sell
7,075
-1,060
-13% -$45.7K 0.06% 186
2023
Q1 		$333K Sell
8,135
-35
-0.4% -$1.33K 0.07% 173
2022
Q4 		$281K Buy
8,170
+1,185
+17% +$42.4K 0.06% 181
2022
Q3 		$244K Sell
6,985
-150
-2% -$5.91K 0.06% 201
2022
Q2 		$300K Sell
7,135
-4,260
-37% -$171K 0.06% 195
2022
Q1 		$536K Hold
11,395
– – 0.11% 140
2021
Q4 		$535K Buy
11,395
+1,905
+20% +$96.5K 0.11% 137
2021
Q3 		$446K Sell
9,490
-190
-2% -$9.19K 0.1% 136
2021
Q2 		$448K Buy
9,680
+945
+11% +$41.6K 0.1% 138
2021
Q1 		$367K Sell
8,735
-2,435
-22% -$100K 0.09% 155
2020
Q4 		$481K Sell
11,170
-355
-3% -$13.7K 0.12% 127
2020
Q3 		$427K Buy
11,525
+620
+6% +$22.3K 0.15% 95
2020
Q2 		$394K Buy
+10,905
New +$325K 0.14% 99

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

World Investment Advisors's MGK Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $4.08M and leaving 11,749 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #381.

World Investment Advisors first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.87M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • World Investment Advisors held 11,749 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.96M as of Q2 2026.
  • World Investment Advisors sold 47,816 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $4.08M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #381 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • World Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $9.87M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.