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IFC & Insurance Marketing’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-390
Closed -$32K – 446
2025
Q4 		$32K Buy
+390
New +$32K 0.03% 223

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Bank of America
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFC & Insurance Marketing's MGK Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 390 shares — an estimated $32K sold.

IFC & Insurance Marketing first reported a position in MGK in Q4 2025 and held it in 1 quarter. The position peaked at $32K in Q4 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 390 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $32K.
  • IFC & Insurance Marketing first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Morningstar Mega Cap Growth ETF position peaked at $32K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.