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

CX Institutional’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 		$30.3M Sell
344,313
-26,682
-7% -$2.28M 0.87% 25
2026
Q1 		$27.3M Sell
370,995
-347,580
-48% -$27.3M 0.83% 27
2025
Q4 		$59.3M Sell
718,575
-35,125
-5% -$2.89M 1.77% 11
2025
Q3 		$60.7M Sell
753,700
-223,145
-23% -$17.1M 1.84% 9
2025
Q2 		$71.5M Buy
976,845
+123,170
+14% +$8.12M 2.49% 4
2025
Q1 		$52.7M Buy
853,675
+25,760
+3% +$1.74M 1.99% 6
2024
Q4 		$56.9M Buy
827,915
+119,140
+17% +$8.02M 2.26% 4
2024
Q3 		$45.6M Buy
708,775
+53,890
+8% +$3.36M 2.03% 3
2024
Q2 		$41.2M Buy
654,885
+102,030
+18% +$5.95M 1.93% 4
2024
Q1 		$31.7M Buy
552,855
+208,825
+61% +$11.5M 1.53% 9
2023
Q4 		$17.9M Sell
344,030
-8,465
-2% -$411K 0.95% 22
2023
Q3 		$16M Buy
352,495
+171,760
+95% +$8.1M 0.88% 26
2023
Q2 		$8.51M Buy
180,735
+6,745
+4% +$291K 0.44% 62
2023
Q1 		$7.11M Sell
173,990
-379,910
-69% -$14.4M 0.38% 71
2022
Q4 		$19.1M Sell
553,900
-9,895
-2% -$354K 1.16% 18
2022
Q3 		$19.7M Buy
563,795
+206,605
+58% +$8.13M 1.36% 14
2022
Q2 		$13M Buy
357,190
+103,480
+41% +$4.16M 0.98% 17
2022
Q1 		$11.9M Buy
253,710
+34,815
+16% +$1.61M 0.96% 24
2021
Q4 		$11.4M Buy
218,895
+18,855
+9% +$955K 0.91% 24
2021
Q3 		$9.39M Buy
200,040
+21,080
+12% +$1.02M 0.77% 29
2021
Q2 		$8.28M Sell
178,960
-13,300
-7% -$585K 0.68% 37
2021
Q1 		$7.96M Buy
192,260
+125,930
+190% +$5.19M 0.71% 34
2020
Q4 		$2.7M Buy
+66,330
New +$2.57M 0.26% 112

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

CX Institutional's MGK Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.2% in Q2 2026, selling an estimated $2.28M and leaving 344,313 shares worth $30.3M. The position accounts for 0.87% of the portfolio, ranked #25.

CX Institutional first reported a position in MGK in Q4 2020 and has held it in 23 quarters since. The position peaked at $71.5M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • CX Institutional held 344,313 shares of Vanguard Morningstar Mega Cap Growth ETF worth $30.3M as of Q2 2026.
  • CX Institutional sold 26,682 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.28M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.87% of CX Institutional's portfolio in Q2 2026, its #25 holding.
  • CX Institutional first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • CX Institutional's Vanguard Morningstar Mega Cap Growth ETF position peaked at $71.5M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.