KCM
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Key Capital Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Key Capital 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 		$985K Sell
11,209
-201
-2% -$17.2K 0.51% 34
2026
Q1 		$838K Sell
11,410
-135
-1% -$10.6K 0.55% 32
2025
Q4 		$953K Buy
+11,545
New +$948K 0.94% 26

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Key Capital Management's MGK Position: Q2 2026 in Review

Key Capital Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.8% in Q2 2026, selling an estimated $17.2K and leaving 11,209 shares worth $985K. The position accounts for 0.51% of the portfolio, ranked #34.

Key Capital Management first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 643 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Key Capital Management held 11,209 shares of Vanguard Morningstar Mega Cap Growth ETF worth $985K as of Q2 2026.
  • Key Capital Management sold 201 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.51% of Key Capital Management's portfolio in Q2 2026, its #34 holding.
  • Key Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 643 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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