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Parkside Financial Bank & Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Parkside Financial Bank & 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
Q1 		$70.5K Sell
960
-200
-17% -$15.7K 0.01% 822
2025
Q4 		$95.6K Buy
1,160
+240
+26% +$19.7K 0.01% 711
2025
Q3 		$74.2K Hold
920
– – 0.01% 778
2025
Q2 		$67.4K Hold
920
– – 0.01% 792
2025
Q1 		$56.9K Hold
920
– – 0.01% 785
2024
Q4 		$63.1K Hold
920
– – 0.01% 720
2024
Q3 		$59.1K Buy
920
+5
+0.5% +$312 0.01% 721
2024
Q2 		$57.6K Buy
915
+180
+24% +$10.5K 0.01% 692
2024
Q1 		$42.2K Buy
735
+540
+277% +$29.8K 0.01% 792
2023
Q4 		$10.1K Buy
+195
New +$9.46K ﹤0.01% 1138
2020
Q1 		– Sell
-2,305
Closed -$67K – 1569
2019
Q4 		$67K Hold
2,305
– – 0.02% 373
2019
Q3 		$61K Hold
2,305
– – 0.02% 364
2019
Q2 		$60K Hold
2,305
– – 0.02% 366
2019
Q1 		$57K Hold
2,305
– – 0.02% 355
2018
Q4 		$49K Sell
2,305
-1,125
-33% -$26K 0.02% 361
2018
Q3 		$88K Hold
3,430
– – 0.03% 276
2018
Q2 		$82K Hold
3,430
– – 0.03% 276
2018
Q1 		$77K Hold
3,430
– – 0.03% 276
2017
Q4 		$76K Hold
3,430
– – 0.03% 279
2017
Q3 		$72K Hold
3,430
– – 0.03% 272
2017
Q2 		$69K Sell
3,430
-1,320
-28% -$26.1K 0.03% 265
2017
Q1 		$91K Hold
4,750
– – 0.04% 220
2016
Q4 		$83K Hold
4,750
– – 0.04% 244
2016
Q3 		$83K Hold
4,750
– – 0.04% 263
2016
Q2 		$79K Hold
4,750
– – 0.04% 255
2016
Q1 		$79K Hold
4,750
– – 0.04% 251
2015
Q4 		$79K Buy
+4,750
New +$79.7K 0.04% 253

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parkside Financial Bank & Trust's MGK Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 17% in Q1 2026, selling an estimated $15.7K and leaving 960 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #822.

Parkside Financial Bank & Trust first reported a position in MGK in Q4 2015 and has held it in 27 quarters since. The position peaked at $95.6K in Q4 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Parkside Financial Bank & Trust held 960 shares of Vanguard Morningstar Mega Cap Growth ETF worth $70.5K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 200 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $15.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #822 holding.
  • Parkside Financial Bank & Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2015 and has held it in 27 quarters since.
  • Parkside Financial Bank & Trust's Vanguard Morningstar Mega Cap Growth ETF position peaked at $95.6K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.