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Principal Securities’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Principal Securities’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 		$5.16M Buy
58,685
+1,260
+2% +$108K 0.06% 276
2026
Q1 		$4.22M Sell
57,425
-9,105
-14% -$715K 0.06% 297
2025
Q4 		$5.49M Buy
66,530
+50,330
+311% +$4.13M 0.08% 224
2025
Q3 		$1.3M Buy
16,200
+3,460
+27% +$266K 0.02% 585
2025
Q2 		$933K Buy
12,740
+1,505
+13% +$99.2K 0.02% 634
2025
Q1 		$772K Buy
11,235
+500
+5% +$33.7K 0.02% 635
2024
Q4 		$737K Buy
10,735
+2,685
+33% +$181K 0.02% 656
2024
Q3 		$518K Buy
8,050
+690
+9% +$43K 0.01% 747
2024
Q2 		$463K Buy
7,360
+3,500
+91% +$204K 0.01% 731
2024
Q1 		$221K Buy
3,860
+25
+0.7% +$1.38K 0.01% 970
2023
Q4 		$199K Buy
+3,835
New +$186K 0.01% 934

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

Principal Securities's MGK Position: Q2 2026 in Review

Principal Securities increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.2% in Q2 2026, buying an estimated $108K and bringing the position to 58,685 shares worth $5.16M. The position accounts for 0.06% of the portfolio, ranked #276.

Principal Securities first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.49M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Principal Securities held 58,685 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.16M as of Q2 2026.
  • Principal Securities bought 1,260 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #276 holding.
  • Principal Securities first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Vanguard Morningstar Mega Cap Growth ETF position peaked at $5.49M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.