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

IFP 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 		$2.03M Sell
23,041
-41,889
-65% -$3.57M 0.04% 480
2026
Q1 		$4.77M Sell
64,930
-930
-1% -$73.1K 0.1% 226
2025
Q4 		$5.44M Buy
65,860
+13,895
+27% +$1.14M 0.12% 180
2025
Q3 		$4.18M Sell
51,965
-1,020
-2% -$78.3K 0.11% 201
2025
Q2 		$3.88M Sell
52,985
-1,200
-2% -$79.1K 0.11% 195
2025
Q1 		$3.35M Sell
54,185
-3,840
-7% -$259K 0.1% 224
2024
Q4 		$3.99M Sell
58,025
-7,220
-11% -$486K 0.13% 166
2024
Q3 		$4.2M Buy
65,245
+62,980
+2,781% +$3.93M 0.15% 142
2024
Q2 		$142K Buy
2,265
+505
+29% +$29.5K 0.01% 1208
2024
Q1 		$101K Buy
1,760
+250
+17% +$13.8K ﹤0.01% 1283
2023
Q4 		$78.3K Sell
1,510
-78,300
-98% -$3.8M ﹤0.01% 1351
2023
Q3 		$3.62M Sell
79,810
-1,880
-2% -$88.7K 0.16% 121
2023
Q2 		$3.84M Buy
81,690
+7,155
+10% +$308K 0.16% 127
2023
Q1 		$1.13M Sell
74,535
-45,120
-38% -$1.71M 0.05% 349
2022
Q4 		$1.89M Sell
119,655
-2,370
-2% -$84.9K 0.05% 386
2022
Q3 		$1.95M Buy
122,025
+1,825
+2% +$71.9K 0.05% 408
2022
Q2 		$1.91M Hold
120,200
– – 0.06% 361
2022
Q1 		$1.91M Buy
120,200
+21,070
+21% +$976K 0.06% 361
2021
Q4 		$5.17M Sell
99,130
-2,360
-2% -$120K 0.1% 110
2021
Q3 		$4.76M Buy
101,490
+1,240
+1% +$60K 0.1% 120
2021
Q2 		$4.64M Sell
100,250
-13,980
-12% -$615K 0.1% 119
2021
Q1 		$4.72M Sell
114,230
-3,510
-3% -$145K 0.09% 103
2020
Q4 		$4.79M Sell
117,740
-5,210
-4% -$202K 0.19% 91
2020
Q3 		$4.55M Buy
122,950
+25,370
+26% +$914K 0.27% 73
2020
Q2 		$3.12M Buy
97,580
+9,760
+11% +$291K 0.25% 83
2020
Q1 		$2.26M Sell
87,820
-5
-0% -$144 0.23% 103
2019
Q4 		$2.57M Sell
87,825
-3,685
-4% -$102K 0.19% 123
2019
Q3 		$2.41M Buy
+91,510
New +$2.42M 0.16% 143
2019
Q1 		$37K Sell
1,500
-79,670
-98% -$1.87M 0.01% 1098
2018
Q4 		$1.72M Buy
81,170
+2,055
+3% +$47.6K 0.1% 216
2018
Q3 		$2.03M Buy
79,115
+20
+0% +$499 0.08% 257
2018
Q2 		$1.88M Buy
79,095
+4,785
+6% +$112K 0.08% 259
2018
Q1 		$1.66M Hold
74,310
– – 0.08% 276
2017
Q4 		$1.66M Buy
74,310
+2,250
+3% +$49K 0.08% 275
2017
Q3 		$1.51M Buy
72,060
+7,210
+11% +$149K 0.06% 332
2017
Q2 		$1.3M Buy
64,850
+9,960
+18% +$197K 0.06% 362
2017
Q1 		$1.05M Buy
54,890
+6,725
+14% +$125K 0.05% 411
2016
Q4 		$839K Buy
48,165
+3,535
+8% +$61.3K 0.04% 439
2016
Q3 		$781K Buy
44,630
+2,410
+6% +$41.9K 0.04% 424
2016
Q2 		$705K Buy
42,220
+40,720
+2,715% +$679K 0.04% 438
2016
Q1 		$37K Sell
1,500
-13,125
-90% -$207K 0.01% 1098
2015
Q4 		$243K Buy
+14,625
New +$245K 0.02% 758

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

IFP Advisors's MGK Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 65% in Q2 2026, selling an estimated $3.57M and leaving 23,041 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #480.

IFP Advisors first reported a position in MGK in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.44M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • IFP Advisors held 23,041 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.03M as of Q2 2026.
  • IFP Advisors sold 41,889 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.57M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #480 holding.
  • IFP Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $5.44M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.