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 Q3	$1.76M	Sell	18,989 -11	-0.1%	-$981	0.02%	318
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 $59.5B AUM 15.92% 1-Year Est. Return

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

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Midwest Trust's MGK Position: Q3 2026 in Review

Midwest Trust reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.06% in Q3 2026, selling an estimated $981 and leaving 18,989 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #318.

Midwest Trust first reported a position in MGK in Q2 2025 and has held it in 6 quarters since. 646 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Midwest Trust held 18,989 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.76M as of Q3 2026.
Midwest Trust sold 11 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $981.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #318 holding.
Midwest Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
646 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.