Chevy Chase Trust
MGK icon

Chevy Chase Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Chevy Chase Trust’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
Q3 		$236K Buy
+2,552
New +$228K ﹤0.01% 642
2017
Q1 		– Sell
-19,125
Closed -$333K – 665
2016
Q4 		$333K Hold
19,125
– – ﹤0.01% 606
2016
Q3 		$335K Hold
19,125
– – ﹤0.01% 597
2016
Q2 		$319K Hold
19,125
– – ﹤0.01% 593
2016
Q1 		$318K Buy
+19,125
New +$301K ﹤0.01% 601

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Chevy Chase Trust's MGK Position: Q3 2026 in Review

Chevy Chase Trust opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 2,552 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Chevy Chase Trust previously reported a position in MGK as recently as Q4 2016.

Chevy Chase Trust first reported a position in MGK in Q1 2016 and has held it in 5 quarters since. The position peaked at $335K in Q3 2016. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Chevy Chase Trust held 2,552 shares of Vanguard Morningstar Mega Cap Growth ETF worth $236K as of Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Chevy Chase Trust position in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q3 2026, its #642 holding.
  • Chevy Chase Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2016 and has held it in 5 quarters since.
  • Chevy Chase Trust's Vanguard Morningstar Mega Cap Growth ETF position peaked at $335K in Q3 2016.
  • 940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Chevy Chase Trust's 13F filing for Q3 2026, filed 13 Nov 2026.