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

Clarity Financial’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	$27.4M	Sell	311,650 -1,835	-0.6%	-$157K	2.33%	15
2026 Q1	$23M	Sell	313,485 -46,385	-13%	-$3.64M	2.51%	14
2025 Q4	$29.7M	Buy	359,870 +5,255	+1%	+$432K	2.75%	14
2025 Q3	$28.5M	Sell	354,615 -13,490	-4%	-$1.04M	2.83%	12
2025 Q2	$27M	Buy	368,105 +163,775	+80%	+$10.8M	2.9%	12
2025 Q1	$12.6M	Buy	204,330 +103,225	+102%	+$6.96M	1.45%	30
2024 Q4	$6.94M	Buy	101,105 +1,550	+2%	+$104K	0.83%	36
2024 Q3	$6.41M	Buy	99,555 +51,830	+109%	+$3.23M	0.74%	38
2024 Q2	$3M	Buy	47,725 +350	+0.7%	+$20.4K	0.44%	42
2024 Q1	$2.72M	Buy	47,375 +39,340	+490%	+$2.17M	0.41%	41
2023 Q4	$417K	Buy	8,035 +2,000	+33%	+$97K	0.07%	68
2023 Q3	$274K	Sell	6,035 -5	-0.1%	-$236	0.05%	96
2023 Q2	$284K	Buy	+6,040	New	+$260K	0.04%	90
2023 Q1	–	Sell	-51,200	Closed	-$1.76M	–	69
2022 Q4	$1.76M	Buy	+51,200	New	+$1.83M	0.34%	37
2022 Q3	–	Sell	-5,750	Closed	-$209K	–	95
2022 Q2	$209K	Buy	+5,750	New	+$231K	0.05%	83

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

Clarity Financial's MGK Position: Q2 2026 in Review

Clarity Financial reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.59% in Q2 2026, selling an estimated $157K and leaving 311,650 shares worth $27.4M. The position accounts for 2.33% of the portfolio, ranked #15.

Clarity Financial first reported a position in MGK in Q2 2022 and has held it in 15 quarters since. The position peaked at $29.7M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Clarity Financial held 311,650 shares of Vanguard Morningstar Mega Cap Growth ETF worth $27.4M as of Q2 2026.
Clarity Financial sold 1,835 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $157K.
Vanguard Morningstar Mega Cap Growth ETF made up 2.33% of Clarity Financial's portfolio in Q2 2026, its #15 holding.
Clarity Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 15 quarters since.
Clarity Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $29.7M in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.