Midwest Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Midwest Trust’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	$1.67M	Buy	19,000 +1,935	+11%	+$165K	0.02%	315
2026 Q1	$1.25M	Sell	17,065 -145	-0.8%	-$11.4K	0.02%	331
2025 Q4	$1.42M	Buy	17,210 +1,055	+7%	+$86.7K	0.02%	311
2025 Q3	$1.3M	Sell	16,155 -45	-0.3%	-$3.45K	0.02%	317
2025 Q2	$1.19M	Buy	+16,200	New	+$1.07M	0.02%	321

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

Midwest Trust's MGK Position: Q2 2026 in Review

Midwest Trust increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, buying an estimated $165K and bringing the position to 19,000 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #315.

Midwest Trust first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Midwest Trust held 19,000 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.67M as of Q2 2026.
Midwest Trust bought 1,935 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $165K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #315 holding.
Midwest Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.