IF
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Intrua Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Intrua Financial’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 		– Sell
-3,115
Closed -$229K – 512
2026
Q1 		$229K Sell
3,115
-2,760
-47% -$217K 0.02% 418
2025
Q4 		$485K Buy
5,875
+635
+12% +$52.2K 0.05% 259
2025
Q3 		$422K Sell
5,240
-170
-3% -$13K 0.05% 286
2025
Q2 		$396K Hold
5,410
– – 0.05% 244
2025
Q1 		$334K Sell
5,410
-3,675
-40% -$248K 0.05% 259
2024
Q4 		$624K Sell
9,085
-2,040
-18% -$137K 0.1% 164
2024
Q3 		$716K Hold
11,125
– – 0.11% 156
2024
Q2 		$699K Hold
11,125
– – 0.1% 170
2024
Q1 		$638K Sell
11,125
-1,120
-9% -$61.8K 0.09% 204
2023
Q4 		$636K Buy
12,245
+1,365
+13% +$66.2K 0.09% 189
2023
Q3 		$494K Hold
10,880
– – 0.08% 193
2023
Q2 		$512K Sell
10,880
-305
-3% -$13.1K 0.09% 196
2023
Q1 		$470K Buy
11,185
+845
+8% +$32K 0.1% 190
2022
Q4 		$369K Sell
10,340
-710
-6% -$25.4K 0.09% 224
2022
Q3 		$385K Sell
11,050
-5,515
-33% -$217K 0.1% 198
2022
Q2 		$602K Buy
16,565
+1,975
+14% +$79.4K 0.13% 173
2022
Q1 		$687K Buy
14,590
+105
+0.7% +$4.86K 0.12% 176
2021
Q4 		$755K Buy
14,485
+15
+0.1% +$760 0.13% 159
2021
Q3 		$725K Buy
+14,470
New +$700K 0.13% 163

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Intrua Financial's MGK Position: Q2 2026 in Review

Intrua Financial sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 3,115 shares — an estimated $229K sold.

Intrua Financial first reported a position in MGK in Q3 2021 and held it in 19 quarters. The position peaked at $755K in Q4 2021. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Intrua Financial reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Intrua Financial sold 3,115 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $229K.
  • Intrua Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and held it in 19 quarters.
  • Intrua Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $755K in Q4 2021.
  • 502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.