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Investors Research Corp’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Investors Research Corp’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 		$321K Buy
3,462
+670
+24% +$59.8K 0.06% 211
2026
Q2 		$245K Buy
2,792
+432
+18% +$36.9K 0.04% 248
2026
Q1 		$173K Hold
2,360
– – 0.03% 284
2025
Q4 		$195K Sell
2,360
-60
-2% -$4.93K 0.04% 298
2025
Q3 		$195K Sell
2,420
-4,195
-63% -$322K 0.04% 302
2025
Q2 		$484K Sell
6,615
-30
-0.5% -$1.98K 0.1% 205
2025
Q1 		$411K Sell
6,645
-10
-0.2% -$675 0.09% 213
2024
Q4 		$457K Sell
6,655
-155
-2% -$10.4K 0.1% 209
2024
Q3 		$438K Hold
6,810
– – 0.1% 217
2024
Q2 		$428K Sell
6,810
-10
-0.1% -$583 0.1% 222
2024
Q1 		$391K Sell
6,820
-115
-2% -$6.34K 0.09% 244
2023
Q4 		$360K Sell
6,935
-10
-0.1% -$485 0.09% 258
2023
Q3 		$315K Sell
6,945
-375
-5% -$17.7K 0.08% 260
2023
Q2 		$345K Sell
7,320
-115
-2% -$4.96K 0.09% 259
2023
Q1 		$304K Sell
7,435
-330
-4% -$12.5K 0.08% 273
2022
Q4 		$267K Buy
7,765
+15
+0.2% +$537 0.07% 282
2022
Q3 		$270K Sell
7,750
-90
-1% -$3.54K 0.08% 266
2022
Q2 		$285K Sell
7,840
-65
-0.8% -$2.62K 0.09% 264
2022
Q1 		$372K Sell
7,905
-25
-0.3% -$1.16K 0.11% 232
2021
Q4 		$414K Sell
7,930
-10
-0.1% -$506 0.13% 206
2021
Q3 		$373K Buy
7,940
+780
+11% +$37.7K 0.13% 211
2021
Q2 		$331K Hold
7,160
– – 0.11% 228
2021
Q1 		$297K Sell
7,160
-165
-2% -$6.8K 0.11% 246
2020
Q4 		$298K Sell
7,325
-45
-0.6% -$1.74K 0.12% 244
2020
Q3 		$273K Sell
7,370
-15
-0.2% -$540 0.13% 230
2020
Q2 		$242K Buy
+7,385
New +$220K 0.12% 230

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Investors Research Corp's MGK Position: Q3 2026 in Review

Investors Research Corp increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 24% in Q3 2026, buying an estimated $59.8K and bringing the position to 3,462 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #211.

Investors Research Corp first reported a position in MGK in Q2 2020 and has held it in 26 quarters since. The position peaked at $484K in Q2 2025. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Investors Research Corp held 3,462 shares of Vanguard Morningstar Mega Cap Growth ETF worth $321K as of Q3 2026.
  • Investors Research Corp bought 670 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $59.8K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Investors Research Corp's portfolio in Q3 2026, its #211 holding.
  • Investors Research Corp first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • Investors Research Corp's Vanguard Morningstar Mega Cap Growth ETF position peaked at $484K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.