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MGK icon

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

Certuity’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 		$1.09M Buy
12,430
+10
+0.1% +$853 0.05% 167
2026
Q1 		$913K Buy
12,420
+5
+0% +$393 0.06% 176
2025
Q4 		$1.03M Buy
12,415
+20
+0.2% +$1.64K 0.06% 164
2025
Q3 		$998K Sell
12,395
-6,560
-35% -$503K 0.07% 160
2025
Q2 		$1.39M Buy
18,955
+25
+0.1% +$1.65K 0.13% 105
2025
Q1 		$1.17M Hold
18,930
– – 0.12% 111
2024
Q4 		$1.3M Buy
18,930
+45
+0.2% +$3.03K 0.14% 99
2024
Q3 		$1.22M Sell
18,885
-12,985
-41% -$810K 0.13% 119
2024
Q2 		$2M Buy
31,870
+1,505
+5% +$87.8K 0.16% 78
2024
Q1 		$1.74M Sell
30,365
-140
-0.5% -$7.72K 0.15% 78
2023
Q4 		$1.58M Buy
30,505
+14,250
+88% +$691K 0.16% 80
2023
Q3 		$738K Hold
16,255
– – 0.09% 104
2023
Q2 		$765K Sell
16,255
-710
-4% -$30.6K 0.09% 102
2023
Q1 		$694K Buy
16,965
+6,210
+58% +$235K 0.1% 89
2022
Q4 		$370K Hold
10,755
– – 0.06% 132
2022
Q3 		$375K Hold
10,755
– – 0.09% 111
2022
Q2 		$391K Hold
10,755
– – 0.1% 115
2022
Q1 		$506K Sell
10,755
-415
-4% -$19.2K 0.11% 133
2021
Q4 		$583K Buy
+11,170
New +$566K 0.13% 115

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

Certuity's MGK Position: Q2 2026 in Review

Certuity increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.08% in Q2 2026, buying an estimated $853 and bringing the position to 12,430 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #167.

Certuity first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q2 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Certuity held 12,430 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.09M as of Q2 2026.
  • Certuity bought 10 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $853.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Certuity's portfolio in Q2 2026, its #167 holding.
  • Certuity first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Certuity's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2M in Q2 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.