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 Q3	$1.3M	Buy	14,135 +2,926	+26%	+$261K	0.48%	39
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 Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Key Capital Management's MGK Position: Q3 2026 in Review

Key Capital Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 26% in Q3 2026, buying an estimated $261K and bringing the position to 14,135 shares worth $1.3M. The position accounts for 0.48% of the portfolio, ranked #39.

Key Capital Management first reported a position in MGK in Q4 2025 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Key Capital Management held 14,135 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.3M as of Q3 2026.
Key Capital Management bought 2,926 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $261K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.48% of Key Capital Management's portfolio in Q3 2026, its #39 holding.
Key Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.