Estate Counselors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Estate Counselors’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	$1.22M	Buy	+13,870	New	+$1.18M	0.1%	63
2026 Q1	–	Sell	-4,125	Closed	-$341K	–	107
2025 Q4	$341K	Buy	+4,125	New	+$339K	0.03%	83
2025 Q2	–	Sell	-20,225	Closed	-$1.25M	–	110
2025 Q1	$1.25M	Sell	20,225 -1,050	-5%	-$70.8K	0.13%	63
2024 Q4	$1.46M	Buy	21,275 +15,875	+294%	+$1.07M	0.16%	68
2024 Q3	$348K	Sell	5,400 -15,025	-74%	-$937K	0.04%	95
2024 Q2	$1.28M	Sell	20,425 -2,350	-10%	-$137K	0.14%	76
2024 Q1	$1.31M	Sell	22,775 -362,235	-94%	-$20M	0.15%	79
2023 Q4	$20M	Buy	+385,010	New	+$18.7M	2.47%	14

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

Estate Counselors's MGK Position: Q2 2026 in Review

Estate Counselors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 13,870 shares worth $1.22M. The stake represents 0.1% of the portfolio and ranks #63 among its holdings. This is a return to the name: Estate Counselors previously reported a position in MGK as recently as Q4 2025.

Estate Counselors first reported a position in MGK in Q4 2023 and has held it in 8 quarters since. The position peaked at $20M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Estate Counselors held 13,870 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.22M as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Estate Counselors position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of Estate Counselors's portfolio in Q2 2026, its #63 holding.
Estate Counselors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Estate Counselors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $20M in Q4 2023.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.