IFG Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

IFG Advisory’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	$377K	Buy	4,285 +4,260	+17,040%	+$364K	0.01%	681
2026 Q1	$1.84K	Sell	25 -4,695	-99%	-$369K	0.01%	313
2025 Q4	$390K	Buy	4,720 +615	+15%	+$50.5K	0.02%	566
2025 Q3	$330K	Buy	4,105 +560	+16%	+$43K	0.02%	612
2025 Q2	$260K	Sell	3,545 -1,550	-30%	-$102K	0.01%	644
2025 Q1	$315K	Sell	5,095 -825	-14%	-$55.7K	0.02%	548
2024 Q4	$407K	Buy	+5,920	New	+$398K	0.02%	459
2022 Q2	–	Sell	-4,870	Closed	-$229K	–	508
2022 Q1	$229K	Buy	+4,870	New	+$226K	0.02%	449

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

IFG Advisory's MGK Position: Q2 2026 in Review

IFG Advisory increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 17,040% in Q2 2026, buying an estimated $364K and bringing the position to 4,285 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #681.

IFG Advisory first reported a position in MGK in Q1 2022 and has held it in 8 quarters since. The position peaked at $407K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

IFG Advisory held 4,285 shares of Vanguard Morningstar Mega Cap Growth ETF worth $377K as of Q2 2026.
IFG Advisory bought 4,260 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $364K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #681 holding.
IFG Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
IFG Advisory's Vanguard Morningstar Mega Cap Growth ETF position peaked at $407K in Q4 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.