Independent Advisor Alliance’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Independent Advisor Alliance’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	–	Sell	-267,495	Closed	-$19.7M	–	1423
2026 Q1	$19.7M	Buy	+267,495	New	+$21M	0.21%	97
2025 Q1	–	Sell	-223,435	Closed	-$15.3M	–	1151
2024 Q4	$15.3M	Buy	+223,435	New	+$15M	0.2%	105
2017 Q2	–	Sell	-17,500	Closed	-$343K	–	340
2017 Q1	$343K	Buy	+17,500	New	+$325K	0.05%	277

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

Independent Advisor Alliance's MGK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 267,495 shares — an estimated $19.7M sold.

Independent Advisor Alliance first reported a position in MGK in Q1 2017 and held it in 3 quarters. The position peaked at $19.7M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 267,495 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.7M.
Independent Advisor Alliance first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's Vanguard Morningstar Mega Cap Growth ETF position peaked at $19.7M in Q1 2026.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.