IC
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IEQ Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

IEQ Capital’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 		$20.9M Sell
237,816
-36,319
-13% -$3.1M 0.1% 182
2026
Q1 		$20.1M Sell
274,135
-54,970
-17% -$4.32M 0.09% 213
2025
Q4 		$27.2M Buy
329,105
+50,045
+18% +$4.11M 0.08% 151
2025
Q3 		$22.5M Sell
279,060
-1,235
-0.4% -$94.8K 0.07% 152
2025
Q2 		$20.5M Buy
280,295
+8,635
+3% +$569K 0.13% 124
2025
Q1 		$16.8M Buy
271,660
+1,015
+0.4% +$68.5K 0.13% 115
2024
Q4 		$18.6M Buy
270,645
+13,470
+5% +$907K 0.18% 76
2024
Q3 		$16.6M Sell
257,175
-13,655
-5% -$852K 0.2% 69
2024
Q2 		$17M Sell
270,830
-1,855
-0.7% -$108K 0.23% 66
2024
Q1 		$15.6M Sell
272,685
-1,495
-0.5% -$82.5K 0.22% 69
2023
Q4 		$14.2M Sell
274,180
-6,095
-2% -$296K 0.24% 64
2023
Q3 		$12.7M Sell
280,275
-3,300
-1% -$156K 0.26% 63
2023
Q2 		$13.3M Sell
283,575
-12,455
-4% -$537K 0.27% 61
2023
Q1 		$12.1M Sell
296,030
-1,265
-0.4% -$47.9K 0.28% 61
2022
Q4 		$10.2M Buy
297,295
+44,465
+18% +$1.59M 0.29% 69
2022
Q3 		$8.81M Sell
252,830
-68,970
-21% -$2.72M 0.24% 70
2022
Q2 		$11.7M Buy
321,800
+212,490
+194% +$8.55M 0.35% 51
2022
Q1 		$5.15M Sell
109,310
-500
-0.5% -$23.2K 0.12% 109
2021
Q4 		$5.73M Buy
109,810
+565
+0.5% +$28.6K 0.13% 92
2021
Q3 		$5.13M Hold
109,245
– – 0.14% 99
2021
Q2 		$5.05M Buy
+109,245
New +$4.81M 0.15% 90

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

IEQ Capital's MGK Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 13% in Q2 2026, selling an estimated $3.1M and leaving 237,816 shares worth $20.9M. The position accounts for 0.1% of the portfolio, ranked #182.

IEQ Capital first reported a position in MGK in Q2 2021 and has held it in 21 quarters since. The position peaked at $27.2M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • IEQ Capital held 237,816 shares of Vanguard Morningstar Mega Cap Growth ETF worth $20.9M as of Q2 2026.
  • IEQ Capital sold 36,319 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.1M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of IEQ Capital's portfolio in Q2 2026, its #182 holding.
  • IEQ Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • IEQ Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $27.2M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.