IFWM
MGK icon

Institute for Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Institute for Wealth 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
2026
Q2 		$140K Sell
1,595
-16,775
-91% -$1.43M 0.01% 608
2026
Q1 		$1.35M Buy
18,370
+3,015
+20% +$237K 0.14% 157
2025
Q4 		$1.27M Buy
15,355
+860
+6% +$70.6K 0.13% 162
2025
Q3 		$1.17M Buy
14,495
+1,330
+10% +$102K 0.12% 172
2025
Q2 		$964K Sell
13,165
-380
-3% -$25K 0.11% 198
2025
Q1 		$837K Sell
13,545
-1,390
-9% -$93.8K 0.11% 213
2024
Q4 		$1.03M Buy
14,935
+3,065
+26% +$206K 0.13% 171
2024
Q3 		$764K Buy
11,870
+2,905
+32% +$181K 0.1% 221
2024
Q2 		$563K Sell
8,965
-890
-9% -$51.9K 0.08% 256
2024
Q1 		$565K Buy
9,855
+400
+4% +$22.1K 0.07% 266
2023
Q4 		$491K Buy
9,455
+70
+0.7% +$3.4K 0.08% 271
2023
Q3 		$426K Buy
9,385
+570
+6% +$26.9K 0.08% 285
2023
Q2 		$415K Buy
8,815
+3,330
+61% +$143K 0.07% 299
2023
Q1 		$224K Buy
+5,485
New +$208K 0.04% 407
2022
Q3 		– Sell
-5,665
Closed -$206K – 491
2022
Q2 		$206K Sell
5,665
-6,585
-54% -$265K 0.04% 484
2022
Q1 		$577K Buy
12,250
+230
+2% +$10.7K 0.09% 264
2021
Q4 		$627K Buy
12,020
+2,550
+27% +$129K 0.1% 238
2021
Q3 		$445K Sell
9,470
-5,005
-35% -$242K 0.08% 296
2021
Q2 		$670K Buy
14,475
+10
+0.1% +$440 0.12% 207
2021
Q1 		$599K Buy
14,465
+10
+0.1% +$412 0.11% 224
2020
Q4 		$589K Sell
14,455
-230
-2% -$8.9K 0.12% 214
2020
Q3 		$544K Buy
14,685
+365
+3% +$13.2K 0.12% 210
2020
Q2 		$468K Buy
14,320
+3,915
+38% +$117K 0.11% 243
2020
Q1 		$264K Buy
10,405
+15
+0.1% +$433 0.08% 305
2019
Q4 		$303K Buy
10,390
+25
+0.2% +$690 0.07% 345
2019
Q3 		$275K Sell
10,365
-1,980
-16% -$52.4K 0.07% 342
2019
Q2 		$320K Hold
12,345
– – 0.07% 337
2019
Q1 		$307K Buy
+12,345
New +$290K 0.07% 329

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Institute for Wealth Management's MGK Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 91% in Q2 2026, selling an estimated $1.43M and leaving 1,595 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #608.

Institute for Wealth Management first reported a position in MGK in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.35M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Institute for Wealth Management held 1,595 shares of Vanguard Morningstar Mega Cap Growth ETF worth $140K as of Q2 2026.
  • Institute for Wealth Management sold 16,775 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.43M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Institute for Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • Institute for Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.35M in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.