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Diversified Trust’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Diversified 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 		$1.09M Sell
12,410
-100
-0.8% -$8.53K 0.02% 474
2026
Q1 		$919K Buy
12,510
+6,660
+114% +$523K 0.02% 483
2025
Q4 		$483K Hold
5,850
– – 0.01% 664
2025
Q3 		$471K Hold
5,850
– – 0.01% 657
2025
Q2 		$428K Sell
5,850
-175
-3% -$11.5K 0.01% 638
2025
Q1 		$372K Sell
6,025
-570
-9% -$38.5K 0.01% 663
2024
Q4 		$453K Buy
6,595
+2,945
+81% +$198K 0.01% 628
2024
Q3 		$235K Hold
3,650
– – 0.01% 800
2024
Q2 		$229K Hold
3,650
– – 0.01% 752
2024
Q1 		$209K Buy
+3,650
New +$201K 0.01% 743

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Diversified Trust's MGK Position: Q2 2026 in Review

Diversified Trust reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.8% in Q2 2026, selling an estimated $8.53K and leaving 12,410 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #474.

Diversified Trust first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Diversified Trust held 12,410 shares of Vanguard Mega Cap Growth ETF worth $1.09M as of Q2 2026.
  • Diversified Trust sold 100 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $8.53K.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #474 holding.
  • Diversified Trust first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 294 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.