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Keystone Financial Group (Kentucky)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.05M Sell
23,265
-2,615
-10% -$223K 0.12% 136
2026
Q1 		$1.6M Buy
25,880
+5,220
+25% +$410K 0.11% 146
2025
Q4 		$1.71M Buy
20,660
+2,680
+15% +$220K 0.13% 117
2025
Q3 		$1.45M Sell
17,980
-875
-5% -$67.2K 0.11% 124
2025
Q2 		$1.38M Buy
18,855
+2,105
+13% +$139K 0.12% 117
2025
Q1 		$1.03M Sell
16,750
-445
-3% -$30K 0.11% 139
2024
Q4 		$1.18M Sell
17,195
-905
-5% -$60.9K 0.12% 122
2024
Q3 		$1.17M Buy
+18,100
New +$1.13M 0.15% 105
2024
Q2 		– Sell
-15,040
Closed -$862K – 246
2024
Q1 		$862K Buy
15,040
+345
+2% +$19K 0.13% 125
2023
Q4 		$763K Buy
14,695
+275
+2% +$13.3K 0.13% 122
2023
Q3 		$654K Buy
14,420
+225
+2% +$10.6K 0.11% 130
2023
Q2 		$668K Buy
+14,195
New +$612K 0.11% 130
2022
Q4 		$463K Hold
13,455
– – 0.09% 155
2022
Q3 		$469K Hold
13,455
– – 0.1% 147
2022
Q2 		$489K Buy
13,455
+1,250
+10% +$50.3K 0.1% 149
2022
Q1 		$575K Buy
12,205
+450
+4% +$20.8K 0.1% 145
2021
Q4 		$613K Buy
11,755
+4,425
+60% +$224K 0.1% 145
2021
Q3 		$344K Buy
7,330
+2,000
+38% +$96.7K 0.06% 205
2021
Q2 		$247K Sell
5,330
-250
-4% -$11K 0.04% 254
2021
Q1 		$231K Buy
+5,580
New +$230K 0.05% 257

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Keystone Financial Group (Kentucky)'s MGK Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 10% in Q2 2026, selling an estimated $223K and leaving 23,265 shares worth $2.05M. The position accounts for 0.12% of the portfolio, ranked #136.

Keystone Financial Group (Kentucky) first reported a position in MGK in Q1 2021 and has held it in 20 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 23,265 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.05M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 2,615 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #136 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.