KCM Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

KCM Investment Advisors’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	$268K	Hold	3,045	–	–	0.01%	364
2026 Q1	$224K	Hold	3,045	–	–	0.01%	373
2025 Q4	$251K	Hold	3,045	–	–	0.01%	357
2025 Q3	$245K	Hold	3,045	–	–	0.01%	350
2025 Q2	$223K	Buy	+3,045	New	+$201K	0.01%	357
2025 Q1	–	Sell	-3,045	Closed	-$209K	–	371
2024 Q4	$209K	Buy	+3,045	New	+$205K	0.01%	355
2023 Q2	–	Sell	-6,705	Closed	-$274K	–	401
2023 Q1	$274K	Sell	6,705 -1,025	-13%	-$38.8K	0.01%	358
2022 Q4	$266K	Buy	+7,730	New	+$277K	0.01%	349
2022 Q3	–	Sell	-5,685	Closed	-$207K	–	392
2022 Q2	$207K	Hold	5,685	–	–	0.01%	375
2022 Q1	$268K	Hold	5,685	–	–	0.01%	360
2021 Q4	$296K	Hold	5,685	–	–	0.01%	345
2021 Q3	$267K	Hold	5,685	–	–	0.01%	342
2021 Q2	$263K	Hold	5,685	–	–	0.01%	341
2021 Q1	$235K	Sell	5,685 -375	-6%	-$15.5K	0.01%	344
2020 Q4	$247K	Hold	6,060	–	–	0.01%	314
2020 Q3	$225K	Buy	+6,060	New	+$218K	0.01%	295
2018 Q4	–	Sell	-12,950	Closed	-$332K	–	497
2018 Q3	$332K	Sell	12,950 -2,960	-19%	-$73.8K	0.02%	417
2018 Q2	$379K	Buy	15,910 +2,575	+19%	+$60.1K	0.02%	398
2018 Q1	$299K	Buy	+13,335	New	+$310K	0.02%	438

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

KCM Investment Advisors's MGK Position: Q2 2026 in Review

KCM Investment Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,045 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #364.

KCM Investment Advisors first reported a position in MGK in Q1 2018 and has held it in 19 quarters since. The position peaked at $379K in Q2 2018. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

KCM Investment Advisors held 3,045 shares of Vanguard Morningstar Mega Cap Growth ETF worth $268K as of Q2 2026.
KCM Investment Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #364 holding.
KCM Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and has held it in 19 quarters since.
KCM Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $379K in Q2 2018.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.