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

IFC 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	$82.5M	Buy	938,049 +509	+0.1%	+$43.4K	10.47%	2
2026 Q1	$68.9M	Buy	937,540 +25,300	+3%	+$1.99M	9.86%	2
2025 Q4	$75.3M	Sell	912,240 -24,180	-3%	-$1.99M	11%	2
2025 Q3	$75.4M	Sell	936,420 -150,755	-14%	-$11.6M	13.81%	1
2025 Q2	$79.6M	Buy	1,087,175 +35,335	+3%	+$2.33M	14.89%	1
2025 Q1	$65M	Buy	1,051,840 +210,680	+25%	+$14.2M	13.56%	1
2024 Q4	$57.8M	Buy	+841,160	New	+$56.6M	12.59%	1

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

IFC Advisors's MGK Position: Q2 2026 in Review

IFC Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.05% in Q2 2026, buying an estimated $43.4K and bringing the position to 938,049 shares worth $82.5M. The position accounts for 10.47% of the portfolio, ranked #2.

IFC Advisors first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

IFC Advisors held 938,049 shares of Vanguard Morningstar Mega Cap Growth ETF worth $82.5M as of Q2 2026.
IFC Advisors bought 509 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $43.4K.
Vanguard Morningstar Mega Cap Growth ETF made up 10.47% of IFC Advisors's portfolio in Q2 2026, its #2 holding.
IFC Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.