Key Financial Inc’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Key Financial Inc’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	$331K	Hold	3,765	–	–	0.05%	234
2026 Q1	$277K	Hold	3,765	–	–	0.05%	248
2025 Q4	$311K	Buy	3,765 +170	+5%	+$14K	0.06%	231
2025 Q3	$291K	Buy	3,595 +3,140	+690%	+$241K	0.05%	238
2025 Q2	$33.3K	Hold	455	–	–	0.01%	575
2025 Q1	$28.1K	Hold	455	–	–	0.01%	587
2024 Q4	$31.3K	Hold	455	–	–	0.01%	564
2024 Q3	$29.3K	Hold	455	–	–	0.01%	573
2024 Q2	$28.6K	Hold	455	–	–	0.01%	573
2024 Q1	$26.1K	Hold	455	–	–	0.01%	561
2023 Q4	$23.6K	Hold	455	–	–	0.01%	557
2023 Q3	$20.6K	Hold	455	–	–	0.01%	559
2023 Q2	$21.4K	Hold	455	–	–	0.01%	561
2023 Q1	$18.6K	Sell	455 -520	-53%	-$19.7K	0.01%	560
2022 Q4	$34K	Hold	975	–	–	0.02%	419
2022 Q3	$34K	Buy	975 +105	+12%	+$4.13K	0.02%	422
2022 Q2	$32K	Buy	870 +520	+149%	+$20.9K	0.02%	432
2022 Q1	$16K	Hold	350	–	–	0.01%	537
2021 Q4	$18K	Hold	350	–	–	0.01%	501
2021 Q3	$16K	Hold	350	–	–	0.01%	505
2021 Q2	$17K	Hold	350	–	–	0.01%	493
2021 Q1	$14K	Hold	350	–	–	0.01%	446
2020 Q4	$14K	Buy	+350	New	+$13.6K	0.01%	422
2020 Q2	–	Sell	-250	Closed	-$6K	–	411
2020 Q1	$6K	Buy	+250	New	+$7.22K	0.01%	490

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

Key Financial Inc's MGK Position: Q2 2026 in Review

Key Financial Inc held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,765 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #234.

Key Financial Inc first reported a position in MGK in Q1 2020 and has held it in 24 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Key Financial Inc held 3,765 shares of Vanguard Morningstar Mega Cap Growth ETF worth $331K as of Q2 2026.
Key Financial Inc left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Key Financial Inc's portfolio in Q2 2026, its #234 holding.
Key Financial Inc first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.