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Accredited Investors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Accredited Investors’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 		$8.77M Buy
99,742
+2,067
+2% +$176K 0.38% 35
2026
Q1 		$7.18M Sell
97,675
-2,425
-2% -$190K 0.39% 36
2025
Q4 		$8.26M Sell
100,100
-2,860
-3% -$235K 0.44% 34
2025
Q3 		$8.29M Sell
102,960
-390
-0.4% -$29.9K 0.46% 36
2025
Q2 		$7.57M Sell
103,350
-250
-0.2% -$16.5K 0.45% 36
2025
Q1 		$6.4M Sell
103,600
-3,670
-3% -$248K 0.4% 35
2024
Q4 		$7.37M Sell
107,270
-2,615
-2% -$176K 0.43% 35
2024
Q3 		$7.08M Sell
109,885
-1,245
-1% -$77.7K 0.4% 37
2024
Q2 		$6.98M Sell
111,130
-2,725
-2% -$159K 0.44% 35
2024
Q1 		$6.53M Sell
113,855
-1,610
-1% -$88.8K 0.42% 35
2023
Q4 		$5.99M Sell
115,465
-19,690
-15% -$955K 0.42% 38
2023
Q3 		$6.13M Sell
135,155
-3,535
-3% -$167K 0.46% 34
2023
Q2 		$6.53M Sell
138,690
-16,035
-10% -$691K 0.47% 32
2023
Q1 		$6.33M Sell
154,725
-130,610
-46% -$4.95M 0.48% 31
2022
Q4 		$9.82M Sell
285,335
-505,750
-64% -$18.1M 0.83% 25
2022
Q3 		$27.6M Sell
791,085
-85,730
-10% -$3.38M 3.2% 10
2022
Q2 		$31.9M Buy
876,815
+124,060
+16% +$4.99M 3.78% 9
2022
Q1 		$35.4M Buy
752,755
+23,780
+3% +$1.1M 3.19% 14
2021
Q4 		$38M Sell
728,975
-9,280
-1% -$470K 3.39% 11
2021
Q3 		$34.7M Sell
738,255
-3,395
-0.5% -$164K 3.75% 9
2021
Q2 		$34.3M Buy
741,650
+5,750
+0.8% +$253K 3.51% 9
2021
Q1 		$30.5M Buy
735,900
+15,495
+2% +$638K 4.08% 8
2020
Q4 		$29.4M Sell
720,405
-7,630
-1% -$295K 4.92% 7
2020
Q3 		$27M Sell
728,035
-6,565
-0.9% -$237K 5.66% 7
2020
Q2 		$24M Buy
734,600
+377,955
+106% +$11.3M 4.89% 8
2020
Q1 		$9.06M Buy
+356,645
New +$10.3M 2.13% 11

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

Accredited Investors's MGK Position: Q2 2026 in Review

Accredited Investors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.1% in Q2 2026, buying an estimated $176K and bringing the position to 99,742 shares worth $8.77M. The position accounts for 0.38% of the portfolio, ranked #35.

Accredited Investors first reported a position in MGK in Q1 2020 and has held it in 26 quarters since. The position peaked at $38M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Accredited Investors held 99,742 shares of Vanguard Morningstar Mega Cap Growth ETF worth $8.77M as of Q2 2026.
  • Accredited Investors bought 2,067 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $176K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.38% of Accredited Investors's portfolio in Q2 2026, its #35 holding.
  • Accredited Investors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Accredited Investors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $38M in Q4 2021.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.