HIS
MGK icon

Horizon Investment Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Horizon Investment Services’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 		$4.44M Sell
50,488
-17
-0% -$1.45K 1.23% 26
2026
Q1 		$3.71M Buy
50,505
+975
+2% +$76.6K 1.29% 26
2025
Q4 		$4.09M Sell
49,530
-85
-0.2% -$6.98K 1.47% 20
2025
Q3 		$3.99M Buy
49,615
+130
+0.3% +$9.98K 1.51% 22
2025
Q2 		$3.62M Sell
49,485
-1,940
-4% -$128K 1.59% 20
2025
Q1 		$3.18M Sell
51,425
-4,180
-8% -$282K 1.54% 23
2024
Q4 		$3.82M Sell
55,605
-1,835
-3% -$124K 1.62% 21
2024
Q3 		$3.7M Sell
57,440
-230
-0.4% -$14.3K 1.58% 23
2024
Q2 		$3.62M Sell
57,670
-20
-0% -$1.17K 1.71% 16
2024
Q1 		$3.31M Sell
57,690
-405
-0.7% -$22.3K 1.62% 22
2023
Q4 		$3.02M Sell
58,095
-145
-0.2% -$7.04K 1.63% 17
2023
Q3 		$2.64M Buy
58,240
+4,060
+7% +$192K 1.59% 20
2023
Q2 		$2.55M Buy
54,180
+435
+0.8% +$18.7K 1.56% 21
2023
Q1 		$2.2M Buy
53,745
+835
+2% +$31.6K 1.41% 22
2022
Q4 		$1.82M Sell
52,910
-2,930
-5% -$105K 1.32% 24
2022
Q3 		$1.95M Buy
55,840
+5,485
+11% +$216K 1.41% 23
2022
Q2 		$1.83M Sell
50,355
-770
-2% -$31K 1.21% 27
2022
Q1 		$2.41M Sell
51,125
-8,270
-14% -$383K 1.26% 26
2021
Q4 		$3.1M Buy
59,395
+2,610
+5% +$132K 1.42% 21
2021
Q3 		$2.67M Buy
56,785
+1,840
+3% +$89K 1.31% 24
2021
Q2 		$2.54M Buy
54,945
+9,735
+22% +$428K 1.25% 26
2021
Q1 		$1.87M Buy
45,210
+1,840
+4% +$75.8K 1.01% 33
2020
Q4 		$1.77M Sell
43,370
-8,130
-16% -$315K 1.08% 29
2020
Q3 		$1.91M Sell
51,500
-5
-0% -$180 1.27% 28
2020
Q2 		$1.68M Buy
51,505
+16,200
+46% +$483K 1.17% 29
2020
Q1 		$897K Buy
35,305
+6,035
+21% +$174K 0.8% 37
2019
Q4 		$853K Sell
29,270
-110
-0.4% -$3.04K 0.56% 51
2019
Q3 		$780K Sell
29,380
-600
-2% -$15.9K 0.52% 51
2019
Q2 		$776K Buy
29,980
+390
+1% +$9.93K 0.53% 46
2019
Q1 		$736K Buy
29,590
+600
+2% +$14.1K 0.5% 46
2018
Q4 		$620K Sell
28,990
-185
-0.6% -$4.28K 0.49% 48
2018
Q3 		$748K Buy
29,175
+40
+0.1% +$998 0.39% 53
2018
Q2 		$693K Sell
29,135
-1,660
-5% -$38.7K 0.34% 64
2018
Q1 		$691K Buy
30,795
+15
+0% +$348 0.31% 66
2017
Q4 		$685K Buy
30,780
+515
+2% +$11.2K 0.28% 66
2017
Q3 		$634K Buy
30,265
+3,935
+15% +$81.1K 0.27% 67
2017
Q2 		$527K Buy
26,330
+1,715
+7% +$34K 0.24% 68
2017
Q1 		$471K Buy
24,615
+8,675
+54% +$161K 0.21% 75
2016
Q4 		$278K Sell
15,940
-2,445
-13% -$42.4K 0.13% 93
2016
Q3 		$322K Sell
18,385
-7,800
-30% -$136K 0.16% 86
2016
Q2 		$437K Sell
26,185
-19,900
-43% -$332K 0.22% 71
2016
Q1 		$766K Sell
46,085
-7,780
-14% -$123K 0.35% 52
2015
Q4 		$895K Sell
53,865
-8,985
-14% -$151K 0.38% 49
2015
Q3 		$977K Buy
62,850
+5,145
+9% +$84.9K 0.47% 41
2015
Q2 		$957K Buy
57,705
+2,800
+5% +$47.3K 0.38% 47
2015
Q1 		$915K Buy
54,905
+17,295
+46% +$286K 0.38% 50
2014
Q4 		$611K Buy
37,610
+8,550
+29% +$136K 0.29% 57
2014
Q3 		$452K Buy
29,060
+1,230
+4% +$19.1K 0.23% 63
2014
Q2 		$427K Buy
27,830
+1,830
+7% +$27.1K 0.21% 68
2014
Q1 		$379K Buy
+26,000
New +$376K 0.21% 69

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

Horizon Investment Services's MGK Position: Q2 2026 in Review

Horizon Investment Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.03% in Q2 2026, selling an estimated $1.45K and leaving 50,488 shares worth $4.44M. The position accounts for 1.23% of the portfolio, ranked #26.

Horizon Investment Services first reported a position in MGK in Q1 2014 and has held it in 50 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Horizon Investment Services held 50,488 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.44M as of Q2 2026.
  • Horizon Investment Services sold 17 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.45K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.23% of Horizon Investment Services's portfolio in Q2 2026, its #26 holding.
  • Horizon Investment Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2014 and has held it in 50 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.