Insight Advisors
MGK icon

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

Insight 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
Q3 		$1.46M Sell
15,736
-559
-3% -$49.9K 0.26% 53
2026
Q2 		$1.43M Sell
16,295
-325
-2% -$27.7K 0.25% 56
2026
Q1 		$1.22M Buy
16,620
+120
+0.7% +$9.43K 0.23% 63
2025
Q4 		$1.36M Sell
16,500
-1,475
-8% -$121K 0.21% 77
2025
Q3 		$1.45M Sell
17,975
-15
-0.1% -$1.15K 0.22% 72
2025
Q2 		$1.32M Sell
17,990
-125
-0.7% -$8.24K 0.21% 72
2025
Q1 		$1.12M Buy
18,115
+35
+0.2% +$2.36K 0.19% 79
2024
Q4 		$1.25M Sell
18,080
-280
-2% -$18.8K 0.21% 72
2024
Q3 		$1.18M Sell
18,360
-65
-0.4% -$4.05K 0.2% 79
2024
Q2 		$1.16M Buy
18,425
+1,120
+6% +$65.3K 0.21% 76
2024
Q1 		$992K Buy
17,305
+455
+3% +$25.1K 0.19% 91
2023
Q4 		$875K Buy
16,850
+375
+2% +$18.2K 0.19% 91
2023
Q3 		$748K Sell
16,475
-90
-0.5% -$4.25K 0.17% 103
2023
Q2 		$780K Hold
16,565
– – 0.17% 98
2023
Q1 		$678K Sell
16,565
-185
-1% -$7.01K 0.16% 106
2022
Q4 		$573K Buy
16,750
+510
+3% +$18.3K 0.2% 134
2022
Q3 		$566K Sell
16,240
-105
-0.6% -$4.13K 0.22% 118
2022
Q2 		$691K Buy
16,345
+2,000
+14% +$80.5K 0.23% 114
2022
Q1 		$675K Buy
14,345
+3,965
+38% +$184K 0.2% 130
2021
Q4 		$541K Sell
10,380
-100
-1% -$5.06K 0.16% 156
2021
Q3 		$545K Hold
10,480
– – 0.16% 159
2021
Q2 		$501K Sell
10,480
-1,895
-15% -$83.4K 0.16% 168
2021
Q1 		$549K Buy
12,375
+240
+2% +$9.9K 0.17% 149
2020
Q4 		$495K Buy
+12,135
New +$470K 0.19% 139

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Insight Advisors's MGK Position: Q3 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.4% in Q3 2026, selling an estimated $49.9K and leaving 15,736 shares worth $1.46M. The position accounts for 0.26% of the portfolio, ranked #53.

Insight Advisors first reported a position in MGK in Q4 2020 and has held it in 24 quarters since. 459 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Insight Advisors held 15,736 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.46M as of Q3 2026.
  • Insight Advisors sold 559 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $49.9K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.26% of Insight Advisors's portfolio in Q3 2026, its #53 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 459 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.