Crews Bank & Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Crews Bank & 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 Q2	$25K	Buy	284 +109	+62%	+$9.3K	﹤0.01%	462
2026 Q1	$12.9K	Hold	175	–	–	﹤0.01%	512
2025 Q4	$14.4K	Hold	175	–	–	﹤0.01%	494
2025 Q3	$14.1K	Hold	175	–	–	﹤0.01%	506
2025 Q2	$12.8K	Hold	175	–	–	﹤0.01%	502
2025 Q1	$10.8K	Hold	175	–	–	﹤0.01%	502
2024 Q4	$12K	Buy	+175	New	+$11.8K	﹤0.01%	490

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

Crews Bank & Trust's MGK Position: Q2 2026 in Review

Crews Bank & Trust increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 62% in Q2 2026, buying an estimated $9.3K and bringing the position to 284 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Crews Bank & Trust first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Crews Bank & Trust held 284 shares of Vanguard Morningstar Mega Cap Growth ETF worth $25K as of Q2 2026.
Crews Bank & Trust bought 109 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $9.3K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #462 holding.
Crews Bank & Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.