Investment Insight Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Investment Insight 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	$12.8M	Buy	145,446 +9,391	+7%	+$801K	11.08%	3
2026 Q1	$10M	Sell	136,055 -12,225	-8%	-$960K	10.78%	3
2025 Q4	$12.2M	Buy	+148,280	New	+$12.2M	12.02%	3

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

Investment Insight Wealth Management's MGK Position: Q2 2026 in Review

Investment Insight Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.9% in Q2 2026, buying an estimated $801K and bringing the position to 145,446 shares worth $12.8M. The position accounts for 11.08% of the portfolio, ranked #3.

Investment Insight Wealth Management first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Investment Insight Wealth Management held 145,446 shares of Vanguard Morningstar Mega Cap Growth ETF worth $12.8M as of Q2 2026.
Investment Insight Wealth Management bought 9,391 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $801K.
Vanguard Morningstar Mega Cap Growth ETF made up 11.08% of Investment Insight Wealth Management's portfolio in Q2 2026, its #3 holding.
Investment Insight Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.