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

Glenview 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	$455K	Hold	5,180	–	–	0.01%	388
2026 Q1	$381K	Hold	5,180	–	–	0.01%	400
2025 Q4	$428K	Sell	5,180 -625	-11%	-$51.3K	0.01%	388
2025 Q3	$467K	Hold	5,805	–	–	0.01%	381
2025 Q2	$425K	Hold	5,805	–	–	0.01%	390
2025 Q1	$359K	Sell	5,805 -620	-10%	-$41.8K	0.01%	388
2024 Q4	$441K	Hold	6,425	–	–	0.01%	368
2024 Q3	$414K	Sell	6,425 -200	-3%	-$12.5K	0.01%	382
2024 Q2	$416K	Buy	6,625 +2,885	+77%	+$168K	0.01%	377
2024 Q1	$214K	Buy	+3,740	New	+$206K	﹤0.01%	454

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

Glenview Trust's MGK Position: Q2 2026 in Review

Glenview Trust held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 5,180 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #388.

Glenview Trust first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. The position peaked at $467K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Glenview Trust held 5,180 shares of Vanguard Morningstar Mega Cap Growth ETF worth $455K as of Q2 2026.
Glenview Trust left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #388 holding.
Glenview Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Glenview Trust's Vanguard Morningstar Mega Cap Growth ETF position peaked at $467K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.