Indiana Trust & Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Indiana Trust & Investment Management’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
2025 Q2	–	Sell	-3,400	Closed	-$210K	–	491
2025 Q1	$210K	Hold	3,400	–	–	0.08%	168
2024 Q4	$234K	Hold	3,400	–	–	0.08%	154
2024 Q3	$219K	Hold	3,400	–	–	0.07%	165
2024 Q2	$214K	Hold	3,400	–	–	0.08%	160
2024 Q1	$195K	Hold	3,400	–	–	0.08%	157
2023 Q4	$176K	Hold	3,400	–	–	0.08%	159
2023 Q3	$154K	Buy	+3,400	New	+$160K	0.08%	166

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Indiana Trust & Investment Management's MGK Position: Q2 2025 in Review

Indiana Trust & Investment Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 3,400 shares — an estimated $210K sold.

Indiana Trust & Investment Management first reported a position in MGK in Q3 2023 and held it in 7 quarters. The position peaked at $234K in Q4 2024. 862 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Indiana Trust & Investment Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Indiana Trust & Investment Management sold 3,400 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $210K.
Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and held it in 7 quarters.
Indiana Trust & Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $234K in Q4 2024.
862 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.