IFG
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Independent Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Independent Financial Group’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 		$13.1M Buy
148,916
+27,581
+23% +$2.35M 0.24% 72
2026
Q1 		$8.92M Buy
121,335
+6,510
+6% +$511K 0.2% 101
2025
Q4 		$9.48M Buy
114,825
+10,025
+10% +$823K 0.21% 92
2025
Q3 		$8.43M Sell
104,800
-9,345
-8% -$717K 0.2% 91
2025
Q2 		$8.36M Buy
114,145
+20,470
+22% +$1.35M 0.23% 77
2025
Q1 		$5.79M Buy
93,675
+1,330
+1% +$89.7K 0.2% 98
2024
Q4 		$6.34M Sell
92,345
-1,835
-2% -$124K 0.21% 90
2024
Q3 		$6.06M Buy
94,180
+1,995
+2% +$124K 0.22% 85
2024
Q2 		$5.79M Sell
92,185
-1,055
-1% -$61.6K 0.23% 82
2024
Q1 		$5.34M Buy
93,240
+19,345
+26% +$1.07M 0.25% 83
2023
Q4 		$3.84M Buy
73,895
+24,715
+50% +$1.2M 0.21% 108
2023
Q3 		$2.23M Buy
49,180
+8,315
+20% +$392K 0.15% 155
2023
Q2 		$1.92M Buy
40,865
+1,060
+3% +$45.7K 0.13% 171
2023
Q1 		$1.63M Buy
39,805
+7,195
+22% +$273K 0.13% 178
2022
Q4 		$1.12M Sell
32,610
-390
-1% -$14K 0.1% 213
2022
Q3 		$1.15M Buy
33,000
+1,550
+5% +$61K 0.1% 192
2022
Q2 		$1.14M Buy
31,450
+1,900
+6% +$76.4K 0.12% 198
2022
Q1 		$1.39M Buy
29,550
+480
+2% +$22.2K 0.11% 183
2021
Q4 		$1.52M Buy
29,070
+2,260
+8% +$114K 0.13% 166
2021
Q3 		$1.26M Buy
26,810
+2,580
+11% +$125K 0.13% 166
2021
Q2 		$1.12M Buy
24,230
+630
+3% +$27.7K 0.12% 189
2021
Q1 		$977K Buy
23,600
+2,460
+12% +$101K 0.13% 189
2020
Q4 		$861K Buy
21,140
+1,560
+8% +$60.4K 0.13% 186
2020
Q3 		$726K Buy
19,580
+1,825
+10% +$65.8K 0.14% 170
2020
Q2 		$581K Buy
17,755
+3,635
+26% +$108K 0.13% 191
2020
Q1 		$359K Buy
+14,120
New +$408K 0.11% 225

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's MGK Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 23% in Q2 2026, buying an estimated $2.35M and bringing the position to 148,916 shares worth $13.1M. The position accounts for 0.24% of the portfolio, ranked #72.

Independent Financial Group first reported a position in MGK in Q1 2020 and has held it in 26 quarters since. 982 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Independent Financial Group held 148,916 shares of Vanguard Morningstar Mega Cap Growth ETF worth $13.1M as of Q2 2026.
  • Independent Financial Group bought 27,581 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.35M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.24% of Independent Financial Group's portfolio in Q2 2026, its #72 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 982 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.