Palisade Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Palisade Asset Management’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	$378K	Hold	4,300	–	–	0.03%	174
2026 Q1	$316K	Hold	4,300	–	–	0.03%	169
2025 Q4	$355K	Sell	4,300 -40	-0.9%	-$3.29K	0.03%	163
2025 Q3	$349K	Hold	4,340	–	–	0.03%	169
2025 Q2	$318K	Hold	4,340	–	–	0.03%	169
2025 Q1	$268K	Sell	4,340 -5	-0.1%	-$337	0.03%	176
2024 Q4	$298K	Buy	4,345 +40	+0.9%	+$2.69K	0.03%	175
2024 Q3	$277K	Buy	+4,305	New	+$269K	0.03%	180
2024 Q2	–	Sell	-3,105	Closed	-$178K	–	317
2024 Q1	$178K	Buy	+3,105	New	+$171K	0.02%	201

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

Palisade Asset Management's MGK Position: Q2 2026 in Review

Palisade Asset Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 4,300 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #174.

Palisade Asset Management first reported a position in MGK in Q1 2024 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Palisade Asset Management held 4,300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $378K as of Q2 2026.
Palisade Asset Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Palisade Asset Management's portfolio in Q2 2026, its #174 holding.
Palisade Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.