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

Clifford Group’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	$11.6M	Sell	132,415 -13,410	-9%	-$1.14M	8.05%	2
2026 Q1	$10.7M	Buy	145,825 +6,260	+4%	+$492K	8.25%	2
2025 Q4	$11.5M	Buy	139,565 +1,255	+0.9%	+$103K	8.9%	2
2025 Q3	$11.1M	Sell	138,310 -1,315	-0.9%	-$101K	8.67%	3
2025 Q2	$10.2M	Buy	139,625 +4,290	+3%	+$283K	8.4%	2
2025 Q1	$8.36M	Buy	135,335 +6,380	+5%	+$430K	7.81%	3
2024 Q4	$8.86M	Buy	128,955 +6,160	+5%	+$415K	6.75%	4
2024 Q3	$7.91M	Sell	122,795 -13,600	-10%	-$848K	6.15%	4
2024 Q2	$8.57M	Buy	136,395 +67,710	+99%	+$3.95M	6.92%	3
2024 Q1	$3.94M	Buy	68,685 +28,370	+70%	+$1.57M	3.25%	7
2023 Q4	$2.09M	Buy	+40,315	New	+$1.96M	1.94%	9

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

Clifford Group's MGK Position: Q2 2026 in Review

Clifford Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 9.2% in Q2 2026, selling an estimated $1.14M and leaving 132,415 shares worth $11.6M. The position accounts for 8.05% of the portfolio, ranked #2.

Clifford Group first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Clifford Group held 132,415 shares of Vanguard Morningstar Mega Cap Growth ETF worth $11.6M as of Q2 2026.
Clifford Group sold 13,410 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.14M.
Vanguard Morningstar Mega Cap Growth ETF made up 8.05% of Clifford Group's portfolio in Q2 2026, its #2 holding.
Clifford Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.