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Money Concepts Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Money Concepts Capital’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 		$3.1M Buy
35,290
+395
+1% +$33.7K 0.14% 142
2026
Q1 		$2.56M Sell
34,895
-1,975
-5% -$155K 0.14% 151
2025
Q4 		$3.04M Buy
36,870
+500
+1% +$41.1K 0.17% 126
2025
Q3 		$2.93M Buy
36,370
+1,660
+5% +$127K 0.18% 121
2025
Q2 		$2.54M Buy
34,710
+2,530
+8% +$167K 0.17% 126
2025
Q1 		$1.99M Buy
32,180
+1,840
+6% +$124K 0.15% 146
2024
Q4 		$2.08M Buy
30,340
+5,660
+23% +$381K 0.16% 143
2024
Q3 		$1.59M Buy
24,680
+1,175
+5% +$73.3K 0.12% 164
2024
Q2 		$1.48M Sell
23,505
-1,935
-8% -$113K 0.12% 170
2024
Q1 		$1.46M Buy
25,440
+1,025
+4% +$56.6K 0.13% 180
2023
Q4 		$1.27M Sell
24,415
-4,325
-15% -$210K 0.12% 186
2023
Q3 		$1.3M Sell
28,740
-4,560
-14% -$215K 0.14% 171
2023
Q2 		$1.57M Sell
33,300
-181,285
-84% -$7.81M 0.16% 152
2023
Q1 		$631K Buy
214,585
+151,605
+241% +$5.74M 0.04% 270
2022
Q4 		$2.17M Sell
62,980
-8,095
-11% -$290K 0.1% 180
2022
Q3 		$2.48M Buy
71,075
+14,880
+26% +$586K 0.15% 133
2022
Q2 		$2.06M Sell
56,195
-35,065
-38% -$1.41M 0.18% 130
2022
Q1 		$4.3M Buy
91,260
+40,360
+79% +$1.87M 0.24% 86
2021
Q4 		$2.65M Buy
+50,900
New +$2.58M 0.22% 111
2021
Q1 		$1.51M Sell
36,510
-10,285
-22% -$424K 0.12% 173
2020
Q4 		$1.91M Buy
+46,795
New +$1.81M 0.18% 127

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

Money Concepts Capital's MGK Position: Q2 2026 in Review

Money Concepts Capital increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.1% in Q2 2026, buying an estimated $33.7K and bringing the position to 35,290 shares worth $3.1M. The position accounts for 0.14% of the portfolio, ranked #142.

Money Concepts Capital first reported a position in MGK in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.3M in Q1 2022. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Money Concepts Capital held 35,290 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.1M as of Q2 2026.
  • Money Concepts Capital bought 395 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $33.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of Money Concepts Capital's portfolio in Q2 2026, its #142 holding.
  • Money Concepts Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.3M in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.