Insigneo Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Insigneo Advisory Services’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	$5.03M	Buy	57,170 +810	+1%	+$69.1K	0.19%	82
2026 Q1	$4.14M	Sell	56,360 -2,455	-4%	-$193K	0.29%	56
2025 Q4	$4.86M	Sell	58,815 -170	-0.3%	-$14K	0.35%	43
2025 Q3	$4.75M	Buy	58,985 +1,275	+2%	+$97.9K	0.33%	42
2025 Q2	$4.23M	Buy	57,710 +5,000	+9%	+$330K	0.36%	44
2025 Q1	$3.26M	Buy	52,710 +27,640	+110%	+$1.86M	0.34%	51
2024 Q4	$1.72M	Sell	25,070 -13,935	-36%	-$938K	0.18%	106
2024 Q3	$2.51M	Buy	39,005 +12,540	+47%	+$782K	0.25%	78
2024 Q2	$1.51M	Buy	+26,465	New	+$1.54M	0.17%	126

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

Insigneo Advisory Services's MGK Position: Q2 2026 in Review

Insigneo Advisory Services increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.4% in Q2 2026, buying an estimated $69.1K and bringing the position to 57,170 shares worth $5.03M. The position accounts for 0.19% of the portfolio, ranked #82.

Insigneo Advisory Services first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Insigneo Advisory Services held 57,170 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.03M as of Q2 2026.
Insigneo Advisory Services bought 810 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $69.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of Insigneo Advisory Services's portfolio in Q2 2026, its #82 holding.
Insigneo Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.