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Foundations Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Foundations Investment Advisors’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 		$17.7M Buy
201,280
+12,955
+7% +$1.11M 0.18% 123
2026
Q1 		$13.8M Buy
188,325
+12,700
+7% +$998K 0.17% 132
2025
Q4 		$14.5M Buy
175,625
+9,190
+6% +$755K 0.19% 117
2025
Q3 		$13.4M Sell
166,435
-3,035
-2% -$233K 0.19% 115
2025
Q2 		$12.4M Buy
169,470
+4,790
+3% +$316K 0.2% 118
2025
Q1 		$10.2M Sell
164,680
-166,265
-50% -$11.2M 0.19% 125
2024
Q4 		$22.7M Buy
330,945
+28,165
+9% +$1.9M 0.44% 57
2024
Q3 		$19.5M Sell
302,780
-79,695
-21% -$4.97M 0.41% 61
2024
Q2 		$24M Buy
382,475
+38,170
+11% +$2.23M 0.58% 40
2024
Q1 		$19.7M Buy
344,305
+174,690
+103% +$9.64M 0.52% 42
2023
Q4 		$9.16M Buy
169,615
+164,920
+3,513% +$8M 0.25% 82
2023
Q3 		$213K Buy
+4,695
New +$222K 0.01% 602
2022
Q1 		– Sell
-21,405
Closed -$1.08M – 361
2021
Q4 		$1.08M Buy
+21,405
New +$1.08M 0.04% 120
2021
Q1 		– Sell
-6,615
Closed -$272K – 232
2020
Q4 		$272K Sell
6,615
-6,550
-50% -$254K 0.02% 153
2020
Q3 		$484K Sell
13,165
-726,410
-98% -$26.2M 0.11% 110
2020
Q2 		$24.6M Buy
+739,575
New +$22.1M 2.18% 12
2020
Q1 		– Sell
-2,394,380
Closed -$70.8M – 140
2019
Q4 		$70.8M Buy
2,394,380
+203,575
+9% +$5.62M 8.7% 3
2019
Q3 		$57M Buy
2,190,805
+213,200
+11% +$5.64M 7.48% 4
2019
Q2 		$52.4M Buy
+1,977,605
New +$50.3M 7.87% 5
2018
Q4 		– Sell
-1,238,815
Closed -$31.8M – 119
2018
Q3 		$31.8M Buy
1,238,815
+120,115
+11% +$3M 7.73% 2
2018
Q2 		$26.6M Buy
+1,118,700
New +$26.1M 7.09% 3

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

Foundations Investment Advisors's MGK Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.9% in Q2 2026, buying an estimated $1.11M and bringing the position to 201,280 shares worth $17.7M. The position accounts for 0.18% of the portfolio, ranked #123.

Foundations Investment Advisors first reported a position in MGK in Q2 2018 and has held it in 21 quarters since. The position peaked at $70.8M in Q4 2019. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Foundations Investment Advisors held 201,280 shares of Vanguard Morningstar Mega Cap Growth ETF worth $17.7M as of Q2 2026.
  • Foundations Investment Advisors bought 12,955 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Foundations Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2018 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $70.8M in Q4 2019.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.